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$2.8 trillion
In invested assets globally
As of 06/30/2022
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
