Wealth advice that helps inspire confidence

Team 2022

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Bruno Miranda Profile Photo

    Bruno Miranda

    Managing Director–Wealth Management

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    • CA
    • FL
    • GA
    • IL
    • NC
    • NY

    Bruno began his career in financial services in 1997 at Merrill Lynch and joined UBS in 1999. He has since become a financial advisor for clients in the US and Latin America.  

    Bruno is FINRA-registered and holds Series 3, 7, 63 and 65 securities licenses. 

    Bruno earned his Bachelor's Degree at Florida International University.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • On Wall Street – Top 40 Advisors Under 40, 2014, 2016The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.

    • Florida International University., Bachelor's Degree
      550 Biltmore Way
      Coral Gables, FL 33134
    • Leonardo Oliveira Profile Photo

      Leonardo Oliveira

      Senior Vice President–Wealth Management

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      • CA
      • FL
      • GA
      • IL
      • NC
      • NY

      Leonardo is a Senior Vice-President – Investments at UBS since 2010. He has over 15 years of experience in the Wealth Management Industry. He started his career in 2000 working at BankBoston Int'l/Bank of America until 2007. Leonardo joined the WMB Group at UBS International in 2010, after three years at Itaú Europa Int'l.

      Leonardo is FINRA-registered and holds Series 7 and 66 securities licenses.

      Leonardo earned his bachelor's degree in Civil Engineering at Universidade do Estado do Rio de Janeiro - UERJ and also an MBA from University of Miami, FL.  

      • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Universidade do Estado do Rio de Janeiro - UERJ, Civil Engineering
      • University of Miami, FL, M.B.A.
        550 Biltmore Way
        Coral Gables, FL 33134
      • Bruno Mariano Profile Photo

        Bruno Mariano

        Authorized Officer

        Investment Associate

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        • CA
        • FL
        • GA
        • NC
        • NY

        Bruno Mariano joined UBS in 2005 and currently serves as an Investment Associate. He specializes in portfolio construction and analytics, and uses his technical background to tailor solutions to meet the client's investments needs.

        Bruno passed Level I of the CFA Program. He is FINRA-registered and holds the Series 3, 7 and 66 securities licenses.

        Bruno graduated Emory University ('04) with a Bachelor's Degree in Economics.

          • Emory University, Economics
            550 Biltmore Way
            Coral Gables, FL 33134
          • Cecilia Fagundes Profile Photo

            Cecilia Fagundes

            Authorized Officer

            Team Administrator

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            • CA
            • FL
            • GA
            • NC
            • NY

            Cecilia joined UBS in 2007 and currently serves as a Team Administrator. Her skills have been recognized both locally and nationally. Cecilia was chosen to serve as a coach to peers in the office and to represent the International Branches in the firm's Client Service Advisory Council. The Council of ten is chosen from over 4,000 CSAs and is a forum to promote best practices in client service and seek solutions to our clients' needs.

            She began her career as an intern in BankBoston São Paulo in 1998. When she moved to Miami in 2005, Cecilia joined BankBoston Int'l, assisting two private bankers in providing service to Brazilian clients.

             

            Cecilia is FINRA-registered and holds Series 3, 7, 9, 10 and 66 securities licenses.

             

            Cecilia's bachelor degree in economics is from Fundação Armando Alvares Penteado - FAAP in São Paulo, Brazil.

             

              • Fundação Armando Alvares Penteado - FAAP in São Paulo, Brazil, Economics
                550 Biltmore Way
                Coral Gables, FL 33134
              • Raphael Freitas Profile Photo

                Raphael Freitas

                Wealth Strategy Associate

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                • CA
                • FL
                • GA
                • NY

                Raphael began his career in 2005 after earning his bachelor degree in civil engineering from Universidade Mackenzie in Sao Paulo.

                After 8 years managing sales and marketing strategies of large scale real estate projects in Sao Paulo and Rio de Janeiro he moved to Boston.

                Prior to joining UBS in 2016, Raphael gained experience in the financial services industry working for Bank of America and Merrill Lynch.

                Raphael is Finra-registered and holds the Series 7 and 66 securities licenses.

                His MBA is from Fundacao Getulio Vargas and his Master of Science in Finance is from Northeastern University.

                  • Fundacao Getulio Vargas, M.B.A.
                  • Northeastern University, M.S. Finance
                    550 Biltmore Way
                    Coral Gables, FL 33134
                  • Jessica Costa Profile Photo

                    Jessica Costa, CIMA®

                    Wealth Strategy Associate

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                    • CA
                    • FL
                    • GA
                    • NC
                    • NY

                     Jessica joined UBS in 2018 and currently serves as a Wealth Strategy Associate. She actively manages client relationships to ensure that daily requests are taken care of in a timely and efficient manner. Jessica also contributes to researching and portfolio construction to deliver well suited investment solutions for our clients.

                    Prior to joining UBS in Miami, Jessica Costa worked as Credit Analyst for Institutional Clients for Banco Bradesco S.A. and as Operations Analyst for Banco Votorantim Securities S.A. in New York, NY.

                    Jessica studied at Yale School of Management and earned her Certified Investment Management Analyst® (CIMA®). She also has a Business Finance Fundamentals Certificate from New York University (NYU, 2014), and a Business Management Bachelor's Degree from Universidade Federal do Mato Grosso do Sul (UFMS, 2010). 

                    Jessica currently holds FINRA Series 7 and 66 securities licenses.

                      • Universidade Federal do Mato Grosso do Sul (UFMS), Business Management: 2010 - 2006
                      • Certified Investment Management Analyst®
                      550 Biltmore Way
                      Coral Gables, FL 33134

                    The Year Ahead - Sustainable Investing

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    A way forward

                    Understanding your life, your wealth and what you want to accomplish.

                    We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                    Let's talk about how we can help you plan for the life you want

                    Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $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

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