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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
First 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
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.
Education
First 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
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.
Education
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
