Let's move forward. Together.

Three generations in the front yard

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Family selfie

  • Mia

    Maria Teresa (Mia) Torruella Hogan

    Account Vice President

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CT
    • FL
    • GA
    • IL
    • KS
    • LA
    • MA
    • MD
    • NC
    • NH
    • NJ
    • NV
    • NY
    • PA
    • PR
    • TN
    • TX
    • VA
    • VI
    • WA

      • Bentley University , Bachelor of Science, Marketing & International Business: 1987 - 1991
      • Academia Del Perpetuo Socorro, High School: 1987
        Legacy planning
        Long-term care planning
        Custom portfolios
        Asset allocation
        Sustainable investing
        Multi-generational families
        Women investors
        250 Munoz Rivera Avenue
        A.I Plaza, 16th Floor
        San Juan, PR 00918
      • Enrique

        Enrique J. Torruella Soler

        First Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CT
        • DC
        • FL
        • GA
        • IL
        • KS
        • LA
        • MA
        • MD
        • MI
        • NC
        • NH
        • NJ
        • NV
        • NY
        • PA
        • PR
        • TN
        • TX
        • UT
        • VA
        • VI
        • WA
        • WI

        Enrique co-leads the team’s investment strategy and portfolio management construction process. His strong background in equity trading and analysis of portfolios along with an innate patience enables him to simplify complex financial concepts. He builds strong relationships with successful clients and business owners with their investment strategy and wealth management by using an educational approach. Enrique believes that personalized service is essential when selecting the appropriate financial plan and asset protection strategy. Each plan must help them build wealth over the long term while reflecting their personal and business circumstances. 

        Professional History:

        • Enrique began his career in PaineWebber in 1991 working alongside his father, “Don Billy” who was a successful Financial Advisor for over 25 years.

        Education and credentials:

        • Enrique has a Bachelor of Science in Agriculture Economics and Finance from the University of Georgia
        • He holds his FINRA Series 7,8, 63 and 65 securities licenses
        • Life insurance and Annuities Licenses

        Personal life:

        • Enrique was born in Ponce and currently lives in San Juan, Puerto Rico with his wife Rossina and their 2 daughters.
        • He enjoys playing golf, sailboat racing, cooking and spending time in his second home, “Casa de Campo” in the Dominican Republic.

          • University of Georgia , Bachelor of Science, Agriculture Economics & Finance
            Estate planning strategies
            Investing
            Custom portfolios
            Multi-generational families
            Lending services
            Financial planning
            Retirement planning
            Business succession
            250 Munoz Rivera Avenue
            A.I Plaza, 16th Floor
            San Juan, PR 00918
          • Francisco

            Francisco J. Landivar

            First Vice President–Wealth Management

            Financial Advisor

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            • AL
            • AZ
            • CA
            • CT
            • DC
            • FL
            • GA
            • IL
            • KS
            • LA
            • MA
            • MD
            • MI
            • NC
            • NH
            • NJ
            • NV
            • NY
            • PA
            • PR
            • TN
            • TX
            • UT
            • VA
            • VI
            • WA
            • WI

              • Colegio San Ignacio, High School: 1992
              • American University, Bachelor of Science, Finance & International Business: 1992 - 1996
                Lending services
                Education planning
                Business succession
                Investing
                Custom portfolios
                Asset allocation
                Entrepreneurs
                Family Offices
                250 Munoz Rivera Avenue
                A.I Plaza, 16th Floor
                San Juan, PR 00918
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                Aziris M. Quinones

                Client Associate

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                        250 Munoz Rivera Avenue
                        A.I Plaza, 16th Floor
                        San Juan, PR 00918

                      Insights

                      2023 planning guide

                      For your financial well-being

                      Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

                      We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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                      Financial strength

                      Driving confidence.
                      Aa3 (stable) Moody’s
                      A+ (stable) Standard & Poor’s

                      UBS AG, long-term senior secured debt rating. As of 12/31/2022

                      More than 150 years

                      offering financial advice

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                      ESG/Impact Investing

                      Euromoney Private Banking and Wealth Management Survey, 2015-2022