Financial planning and beyond

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Architect at drawing table

Antonio Otero

Vice President–Wealth Management

Financial Advisor

Tony earned his Bachelor of Science degree in Electrical Engineering (BSEE), with a double major in Applied Mathematics from the University of Miami in 1992. In 1997 he earned a Masters of Science degree in Electrical Engineering (MSEE), from Florida Institute of Technology. Upon graduation, Tony spent 15 years as a Design Engineer with various firms. Since joining UBS in 2006, Tony's focus has been Comprehensive Financial Planning, Corporate Retirement Plans (401K's) and Asset Allocation & Portfolio Construction with Options Strategies. Tony is fluent in Spanish.

 

Accomplishments

  • University of Miami: Awards: Ann Bachelor and Bowman Ashe Academic Scholarships winner.
    Miami Dade Community College: Awards: MDCC McKnight Scholarship winner.
Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • KY
  • MA
  • MD
  • ME
  • MI
  • MO
  • MS
  • NC
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • Master of Science in Electrical Engineering, Florida Institute of Technology
  • Bachelor of Science Electrical Engineering with a Double Major in Applied Mathematics, University of Miami
717 GreenValley Road
Suite 250
Greensboro, NC 27408
  • (336) 834-6917

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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