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$3.9 trillion
In invested assets globally
As of 12/31/2022
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
First Vice President–Wealth Management
Financial Advisor
I began my career in one of the market's most prosperous years and over the past two decades I have helped clients manage their wealth through good times and bad. I joined UBS in 2007 after more than 15 years at Smith Barney and prior tenures at Citigroup. Many of my clients are Latinos who have successfully transitioned to life in the United States, as I have. With all of my clients I emphasize proper asset allocation, total portfolio management, and the importance of education funding and estate planning.
I am a FINRA-registered financial advisor and hold Series 7 and 66 licenses as well as life insurance and variable annuities licenses. Additionally, I hold an MBA in Marketing and Finance from the Inter American University of Puerto Rico. These are essential tools that help me serve my clients more fully and help them develop plans to achieve their financial objectives and individual wealth management needs.
With many years of experience in the financial industry, I'm committed to helping address the unique financial challenges and opportunities of professional women, healthcare professionals and Latinos transitioning to life in America. After extensive listening and getting to know and understand each client, I design personalized investment plans that help my clients make more confident financial decisions for today and for the future.
Education
First Vice President–Wealth Management
Financial Advisor
I began my career in one of the market's most prosperous years and over the past two decades I have helped clients manage their wealth through good times and bad. I joined UBS in 2007 after more than 15 years at Smith Barney and prior tenures at Citigroup. Many of my clients are Latinos who have successfully transitioned to life in the United States, as I have. With all of my clients I emphasize proper asset allocation, total portfolio management, and the importance of education funding and estate planning.
I am a FINRA-registered financial advisor and hold Series 7 and 66 licenses as well as life insurance and variable annuities licenses. Additionally, I hold an MBA in Marketing and Finance from the Inter American University of Puerto Rico. These are essential tools that help me serve my clients more fully and help them develop plans to achieve their financial objectives and individual wealth management needs.
With many years of experience in the financial industry, I'm committed to helping address the unique financial challenges and opportunities of professional women, healthcare professionals and Latinos transitioning to life in America. After extensive listening and getting to know and understand each client, I design personalized investment plans that help my clients make more confident financial decisions for today and for the future.
Education
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
