$5+ trillion
In invested assets globally
As of 11/07/2023
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.
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
Education
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager