Let's move forward. Together.

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.

We're ready to listen.

Pursuing your goals together

We are a legacy multi-generational team focusing on assisting our clients with developing comprehensive and diversified investment strategies, income management, financial planning, retirement income planning, as well as credit lines and estate planning, in order to create multi-generation wealth preservation.

Maria Teresa (Mia) Torruella Hogan

Account Vice President

Financial Advisor
View bio
- AL
- AZ
- CA
- CT
- DC
- 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 J. Torruella Soler

First Vice President–Wealth Management

Financial Advisor
View bio
- 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 J. Landivar

First Vice President–Wealth Management

Financial Advisor
View bio
- 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
Francisco considers the trust-based relationships established with clients, to be his primary asset. His experience and knowledge qualifies him to offer customized wealth management advice and personalized service by working closely with clients to develop investment strategies tailored to their needs. This ensures he has a thorough understanding of their critical objectives and realistic expectations, as well as a clear understanding of the risks/rewards inherent in the investments each individual and family utilizes.

Professional History :
- Francisco began his career in the financial industry in 1996.
- He spent over eight years with Banco Popular in Puerto Rico, Chicago and Dominican Republic where he developed his experience in Treasury Bond investment and Bond Trading.
- Francisco rejoined UBS in 2005 as part of the New Financial Advisor development program. He later joined his mother's team, Diana Jimenez-Nettleship, one of the first female advisors in Puerto Rico, at PaineWebber to continue working with the next generation of clients upon her retirement.
Education & Credentials:
- His Bachelor’s degree is in Business Administration with a major in International Business and Finance from American University and additionally, he holds an M.B.A. from the Kellogg Graduate School of Management at Northwestern University
- As a FINRA-registered representative, he hold Series 7 and 66 Securities Licenses
- Life, Health & Variable Annuities Insurance Licenses.
Personal Interests:
- Francisco was born in the Dominican Republic, and raised between Quito, Ecuador and San Juan, Puerto Rico. He lives in Humacao, PR with his wife, Rossana, his daughter, Eugenia, four dogs, and looks after his mother, Diana.
- He devotes his free time to his family, his community, and his daughter’s sports
- He participates actively in the UBS Season of Service community service programs, particularly those involved in mentoring students.
- 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
Aziris M. Quinones

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

Maria Teresa (Mia) Torruella Hogan

Account Vice President

Financial Advisor
View bio
- AL
- AZ
- CA
- CT
- DC
- 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 J. Torruella Soler

First Vice President–Wealth Management

Financial Advisor
View bio
- 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 J. Landivar

First Vice President–Wealth Management

Financial Advisor
View bio
- 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
Francisco considers the trust-based relationships established with clients, to be his primary asset. His experience and knowledge qualifies him to offer customized wealth management advice and personalized service by working closely with clients to develop investment strategies tailored to their needs. This ensures he has a thorough understanding of their critical objectives and realistic expectations, as well as a clear understanding of the risks/rewards inherent in the investments each individual and family utilizes.

Professional History :
- Francisco began his career in the financial industry in 1996.
- He spent over eight years with Banco Popular in Puerto Rico, Chicago and Dominican Republic where he developed his experience in Treasury Bond investment and Bond Trading.
- Francisco rejoined UBS in 2005 as part of the New Financial Advisor development program. He later joined his mother's team, Diana Jimenez-Nettleship, one of the first female advisors in Puerto Rico, at PaineWebber to continue working with the next generation of clients upon her retirement.
Education & Credentials:
- His Bachelor’s degree is in Business Administration with a major in International Business and Finance from American University and additionally, he holds an M.B.A. from the Kellogg Graduate School of Management at Northwestern University
- As a FINRA-registered representative, he hold Series 7 and 66 Securities Licenses
- Life, Health & Variable Annuities Insurance Licenses.
Personal Interests:
- Francisco was born in the Dominican Republic, and raised between Quito, Ecuador and San Juan, Puerto Rico. He lives in Humacao, PR with his wife, Rossana, his daughter, Eugenia, four dogs, and looks after his mother, Diana.
- He devotes his free time to his family, his community, and his daughter’s sports
- He participates actively in the UBS Season of Service community service programs, particularly those involved in mentoring students.
- 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
Aziris M. Quinones

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

Insights

2024 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.

Download the guide

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Financial strength

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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

ESG/Impact Investing

Euromoney Private Banking and Wealth Management Survey, 2015-2022

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Let's move forward. Together.

Pursuing your goals together

Maria Teresa (Mia) Torruella Hogan

Enrique J. Torruella Soler

Francisco J. Landivar

Aziris M. Quinones