Let's move forward. Together.

• CA
• FL
• GA
• KS
• MI
• NY
• OR

• Working in the Financial Service Industry for more than 40 years
• Joined UBS in 1980
• Area(s) of expertise: Advisory Programs, Relationship Management
• Languages: English, Spanish, German
• Countries of focus: United States, Colombia, Ecuador, Guatemala, Peru

Due to my well-founded background in Corporate, Correspondent and Private Banking, I am able to provide our clients with a holistic view, which enhances their experiences working with us. Through trust and professionalism, we always strive to sit at our clients "kitchen table". I truly believe that providing the best service and execution will differentiate us from our competitors. Having worked in the field over 40 years, provides me with a unique knowledge base of our clients, their respective countries, and their needs.

• Forbes Best-in-State Wealth Advisors, 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.

• CA
• FL
• KS

• Working in the Financial Service Industry for 28+ Years
• Joined UBS in 2010 cementing a professional career in the Wealth Management industry for nearly three decades.
• Prior to joining UBS, Mariana held financial advisory positions at BNP Paribas, Prudential Securities, BBVA and Bank of Tokyo Mitsubishi. 
• Area(s) of expertise: Advisory Programs, Customized Investment Solutions for UHNW Individuals & Families, Employing the “Wealth Way’ UBS approach Liquidity, Longevity and Legacy to assist clients in the pursuit of their financial goals. Advises on consolidating a liquidity event and/or building a family office.
• Languages: English & Spanish
• Countries of focus: United States, Panamá, Costa Rica, Guatemala, Colombia and Ecuador

It has been quite an exciting journey building lasting relationships while understanding client specific needs and expectations. The key to success is founded in building trust and understanding and, above all, excelling at delivering results while securing client’s best interest.

• CA
• FL
• GA
• KS
• MI
• NY
• OR
• RI

• Working in Financial Service Industry since 2015
• Joined UBS in 2018
• Next-Generational Financial Advisor – UBS International
• Master's in International Business - Florida International University
• Area(s) of expertise: Advisory Programs, Next Generation
• Countries of focus: United States, Ecuador, Colombia, Peru

As a Next Generation Financial Advisor with UBSI, I create a unique experience with each client ensuring their legacy will be well taken care of for future years and generations to come. Working closely with my partners, we work for each client as if they were part of our own family and strive to build lasting, multi-generational relationships built on trust and superior client service.

• CA
• FL
• GA
• KS
• NJ
• NY
• OR

• Working in the Financial Service Industry for 16 years; Joined UBS in 2014
• Master's of Business Administration with a concentration in Finance - University of North Florida