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$6 trn
UBS Group invested assets
As of 12/31/2024
As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.
Vice President–Wealth Management
I joined UBS in 1997 and over the past 20 years I have helped clients manage their wealth throughout good times and bad. I obtained my B.B.A. in Accounting & Marketing from the University of Puerto Rico, and I'm a board member of several community organizations in Puerto Rico. My wife and I live with our two children in San Juan, Puerto Rico.
As one of the UBS Financial Advisors who was nominated to attend the UBS Wealth Advisor program and who earned this prestigious designation, I am especially qualified to provide highly personalized wealth management services to you. Wealth management is more than just access to the wide range of financial services and solutions–it is how those services and solutions are tailored to help you achieve your personal financial goals and dreams. Talk to me about how I can leverage my experience to help you embrace your financial future.
Credentials
Vice President–Wealth Management
I joined UBS in 1997 and over the past 20 years I have helped clients manage their wealth throughout good times and bad. I obtained my B.B.A. in Accounting & Marketing from the University of Puerto Rico, and I'm a board member of several community organizations in Puerto Rico. My wife and I live with our two children in San Juan, Puerto Rico.
As one of the UBS Financial Advisors who was nominated to attend the UBS Wealth Advisor program and who earned this prestigious designation, I am especially qualified to provide highly personalized wealth management services to you. Wealth management is more than just access to the wide range of financial services and solutions–it is how those services and solutions are tailored to help you achieve your personal financial goals and dreams. Talk to me about how I can leverage my experience to help you embrace your financial future.
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
