Reliable experience. Trusted relationships.

Generational Family on Beach

The Americas Team is a boutique team, working solely with select ultra-high net worth families, offering a specific focus on the distinctive needs of entrepreneurs, multigenerational families and family offices.

Our seasoned team, with more than 30 years of experience, will create a comprehensive plan that includes your post-liquidity investment strategies and wealth transition goals. Backed by the extensive resources of UBS, we offer comprehensive wealth management focused entirely on you, your family, and your legacy.

Our disciplined approach to investment management and our detailed processes in wealth protection, enhancement and transfer will help you explore opportunities to grow and preserve what you have built. We are dedicated to helping you prepare for the next phase of your life.

The well-being of our clients and their families is first and foremost, our most important priority, it is the only real measure of our success.

- Ricardo Pintado Caravita di Sirignano

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jorge L. Gomez

    Jorge L. Gomez

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • NC
    • NE
    • NJ
    • NM
    • NY
    • PA
    • PR
    • SD
    • TX
    • VA
    • WA
    • WY
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        550 Biltmore Way
        Coral Gables, FL 33134
        jorge.gomez@ubs.com
        Jorge L. Gomez
        550 Biltmore Way,Coral Gables,FL,33134
      • Ricardo Pintado Caravita

        Ricardo Pintado Caravita

        Managing Director–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • MA
        • MI
        • MN
        • NC
        • NE
        • NJ
        • NM
        • NY
        • OR
        • PA
        • PR
        • SD
        • TX
        • VA
        • WA
        • WY
        • Forbes America's Top Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          • Senior Portfolio Manager
          550 Biltmore Way
          Coral Gables, FL 33134
          ricardo.pintado@ubs.com
          Ricardo Pintado Caravita
          550 Biltmore Way,Coral Gables,FL,33134
        • William Gomez-Moller

          William Gomez-Moller

          Managing Director–Wealth Management

          Financial Advisor

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          • AK
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • MA
          • NC
          • NE
          • NJ
          • NM
          • NY
          • PA
          • PR
          • SD
          • TX
          • VA
          • WA
          • WY
          • Financial Planning Top 40 Financial Advisors Under 40, 2024The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
          • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
          • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
          • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

              550 Biltmore Way
              Coral Gables, FL 33134
              william.gomez-moller@ubs.com
              William Gomez-Moller
              550 Biltmore Way,Coral Gables,FL,33134
            • Leidy Barrios Dreispiel

              Leidy Barrios Dreispiel, CAIA

              Authorized Officer

              Senior Wealth Strategy Associate

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              • AK
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • IL
              • MA
              • MN
              • NC
              • NE
              • NJ
              • NM
              • NY
              • OR
              • PA
              • PR
              • SD
              • TX
              • VA
              • WA
              • WY

                    550 Biltmore Way
                    Coral Gables, FL 33134
                    leidy.barrios@ubs.com
                    Leidy Barrios Dreispiel, CAIA
                    550 Biltmore Way,Coral Gables,FL,33134
                  • Jennifer Culp

                    Jennifer Culp

                    Associate Director

                    Senior Wealth Strategy Associate

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                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • IL
                    • MI
                    • MN
                    • NC
                    • NJ
                    • NY
                    • OR
                    • PR
                    • SC
                    • SD
                    • TN
                    • TX
                    • WY

                          1285 Avenue Of The Americas
                          New York, NY 10019
                          jennifer.candelario@ubs.com
                          Jennifer Culp
                          1285 Avenue Of The Americas,New York,NY,10019
                        • Yakim Flores

                          Yakim Flores, CPWA®

                          Associate Director

                          Senior Wealth Strategy Associate

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                          • AK
                          • CA
                          • CO
                          • CT
                          • DC
                          • DE
                          • FL
                          • GA
                          • IL
                          • MA
                          • MI
                          • MN
                          • NC
                          • NE
                          • NJ
                          • NM
                          • NY
                          • OR
                          • PA
                          • PR
                          • SD
                          • TX
                          • VA
                          • WA
                          • WY

                              • CPWA®
                              550 Biltmore Way
                              Coral Gables, FL 33134
                              yakim.flores@ubs.com
                              Yakim Flores, CPWA®
                              550 Biltmore Way,Coral Gables,FL,33134
                            • Christian Ja Lloreda Garraton

                              Christian Lloreda Garraton

                              Senior Wealth Strategy Associate

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                              • CA
                              • CO
                              • CT
                              • DE
                              • FL
                              • IL
                              • KY
                              • MA
                              • MI
                              • MN
                              • MO
                              • NC
                              • NJ
                              • NY
                              • OR
                              • PR
                              • SD
                              • TX
                              • UT
                              • WY

                                    550 Biltmore Way
                                    Coral Gables, FL 33134
                                    christian.lloreda@ubs.com
                                    Christian Lloreda Garraton
                                    550 Biltmore Way,Coral Gables,FL,33134
                                  • Ariel Morales Reyes

                                    Ariel Morales Reyes

                                    Authorized Officer

                                    Wealth Strategy Associate

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                                    • AK
                                    • CA
                                    • CO
                                    • CT
                                    • DC
                                    • DE
                                    • FL
                                    • GA
                                    • IL
                                    • MA
                                    • MN
                                    • NC
                                    • NE
                                    • NJ
                                    • NM
                                    • NY
                                    • OR
                                    • PA
                                    • PR
                                    • SD
                                    • TX
                                    • VA
                                    • WA
                                    • WY

                                          550 Biltmore Way
                                          Coral Gables, FL 33134
                                          ariel.moralesreyes@ubs.com
                                          Ariel Morales Reyes
                                          550 Biltmore Way,Coral Gables,FL,33134
                                        • Lisandra Gil

                                          Lisandra Gil

                                          Authorized Officer

                                          Client Associate

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                                          • AK
                                          • CA
                                          • CO
                                          • CT
                                          • DC
                                          • DE
                                          • FL
                                          • GA
                                          • IL
                                          • MA
                                          • MN
                                          • NC
                                          • NE
                                          • NJ
                                          • NM
                                          • NY
                                          • OR
                                          • PA
                                          • PR
                                          • SD
                                          • TX
                                          • VA
                                          • WA
                                          • WY

                                                550 Biltmore Way
                                                Coral Gables, FL 33134
                                                lisandra.gil@ubs.com
                                                Lisandra Gil
                                                550 Biltmore Way,Coral Gables,FL,33134
                                              •  Iñigo Sagarduy

                                                Iñigo Sagarduy

                                                Wealth Strategy Associate

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                                                        550 Biltmore Way
                                                        Coral Gables, FL 33134
                                                        i.sagarduy@ubs.com
                                                        Iñigo Sagarduy
                                                        550 Biltmore Way,Coral Gables,FL,33134
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                                                        Andrea Colina

                                                        Client Associate

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                                                                550 Biltmore Way
                                                                Coral Gables, FL 33134
                                                                andrea.l.colinamartinez@ubs.com
                                                                Andrea Colina
                                                                550 Biltmore Way,Coral Gables,FL,33134
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                                                                Lorena Villena

                                                                Client Associate

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                                                                        550 Biltmore Way
                                                                        Coral Gables, FL 33134
                                                                        lorena.villena@ubs.com
                                                                        Lorena Villena
                                                                        550 Biltmore Way,Coral Gables,FL,33134
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                                                                        Jenny Almaguer

                                                                        Executive / Team Assistant

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                                                                                550 Biltmore Way
                                                                                Coral Gables, FL 33134
                                                                                jenny.almaguer@ubs.com
                                                                                Jenny Almaguer
                                                                                550 Biltmore Way,Coral Gables,FL,33134
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                                                                              UBS ElectionWatch

                                                                              Election day is over. Now what?

                                                                              Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

                                                                              Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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                                                                              $5.9+ trn

                                                                              UBS Group invested assets
                                                                              As of 06/30/2024

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