Managing Director–Wealth Management
Financial Advisor
Jeffrey began his wealth management career in 1999 and joined UBS in 2002. Previously, he worked as a financial advisor at Fleet Boston and Prudential Securities. Jeffrey's focus provides the teams' clients with investment and risk management. The teams' process of managing money focuses on both fundamental analysis—what to buy and sell—and technical analysis—when to buy and sell. Jeffrey has the Series 7, 63 and 65 securities licenses and is also life and health insurance licensed. He is fluent in Spanish. Jeffrey resides with his wife, Rebeca, and their son in Boca Raton.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
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Managing Director–Wealth Management
Financial Advisor
Jeffrey began his wealth management career in 1999 and joined UBS in 2002. Previously, he worked as a financial advisor at Fleet Boston and Prudential Securities. Jeffrey's focus provides the teams' clients with investment and risk management. The teams' process of managing money focuses on both fundamental analysis—what to buy and sell—and technical analysis—when to buy and sell. Jeffrey has the Series 7, 63 and 65 securities licenses and is also life and health insurance licensed. He is fluent in Spanish. Jeffrey resides with his wife, Rebeca, and their son in Boca Raton.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Let's connect
Registered Client Associate
Registered Client Associate
Registered Client Associate
Maria earned her Master's degree from Columbia University (NYC) in International Affairs in 2003. She also attended New York University and obtained a Certificate in Investment Banking. She graduated with her Bachelor’s Degree in International Relations from Universidad Catolica De Cordoba in Argentina
She started her career in the financial services industry in New York and has worked with reputable firms such as Credit Suisse, Thompson Reuters, JP Morgan Chase, Bank of America, Merrill Lynch, SunTrust and Fidelity. Maria has a vast experience in sales, market analytics, banking, wealth advice, international banking and relationship management. She supports the team in many aspects including all operational requests, account opening, client onboarding and problem solving. As well as being the team's Notary, Maria holds the following certifications: FINRA Series 6, 7, 63 and 66 licenses as well as Health and Life and Annuity.
She follows the tradition of participating in the communities she serves. She drives her interest in spending time volunteering with organizations in her community. Maria is a strong advocate of mentoring programs in the Education (Academia) field, and she serves as an admission ambassador of the School of International Affairs at Columbia University. She is also a board member of the Columbia University Alumni Club of South Florida.
In her spare time, Maria enjoys traveling, attending events, international festivals and walking amidst natural environments.
Maria currently lives in Boca Raton, FL.
Registered Client Associate
Maria earned her Master's degree from Columbia University (NYC) in International Affairs in 2003. She also attended New York University and obtained a Certificate in Investment Banking. She graduated with her Bachelor’s Degree in International Relations from Universidad Catolica De Cordoba in Argentina
She started her career in the financial services industry in New York and has worked with reputable firms such as Credit Suisse, Thompson Reuters, JP Morgan Chase, Bank of America, Merrill Lynch, SunTrust and Fidelity. Maria has a vast experience in sales, market analytics, banking, wealth advice, international banking and relationship management. She supports the team in many aspects including all operational requests, account opening, client onboarding and problem solving. As well as being the team's Notary, Maria holds the following certifications: FINRA Series 6, 7, 63 and 66 licenses as well as Health and Life and Annuity.
She follows the tradition of participating in the communities she serves. She drives her interest in spending time volunteering with organizations in her community. Maria is a strong advocate of mentoring programs in the Education (Academia) field, and she serves as an admission ambassador of the School of International Affairs at Columbia University. She is also a board member of the Columbia University Alumni Club of South Florida.
In her spare time, Maria enjoys traveling, attending events, international festivals and walking amidst natural environments.
Maria currently lives in Boca Raton, FL.
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Intern
Intern
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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