Wealth advice that helps inspire confidence

• 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, 2022, 2023, 2024The 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 Q1 based on information from a 12 month period ending in September of the prior year.

• Florida International University., Bachelor's Degree

• 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, 2022, 2023, 2024The 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.

Rodrigo has over 26 years of experience in the Wealth Management Industry. He started his career in 1998 working at Salomon Smith Barney for 7 years. He then worked at Bulltick Capital Markets from 2005-2008, Tradewire Securites from 2008-2012 and Global Investor Services from 2012-2014. Rodrigo joined the WMB team in 2024 after working for 10 years at XP Inc.

Rodrigo is FINRA-registered and holds Series 3, 7, 24, 63 and 65 securities licenses.

Rodrigo earned his bachelor’s degree at Florida International University.

• CA
• FL
• NY

Thomas joined UBS as Senior Vice President – Investments in 2007. He has worked since the 1990s in wealth management and investment banking in Miami, London and Sao Paulo. Prior roles include Portfolio Manager, Economist, Investment Strategist and Research Analyst.

He is FINRA-registered and holds Series 3, 7 and 66 securities licenses as well as licenses for life insurance and variable annuities.

Thomas earned a bachelor’s degree with Honors in Finance and MBA from Indiana University. He has also authored numerous articles and research reports as well as a book published by the Economist Intelligence Unit.

Thomas and his wife, Malu, live in Miami, and have two daughters. He enjoys water sports, snow skiing and motorcycling.

• 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

• 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

Leandro began his position at UBS in early 2024 as a Client Associate. He currently assists the team with daily operations and client daily tasks

Leandro has a Bachelor’s degree in business administration from the University of Miami. He is currently pursuing an MBA at the same institution, graduating in may 2025.

Leandro is fluent in English, Portuguese and Spanish.

Bruno started his career in Brazil at B3 (Brazilian Stock Exchange) and joined XP Investimentos in 2016. He was transferred to the company’s business in Miami in 2019 and worked there until joining UBS by the end of 2023.

Bruno is focused on developing new relationships, generating trade ideas and is also the one responsible for taking care of all client’s daily tasks. 

He is FINRA Registered and holds his Series 7, 63 and 65 licenses.

Bruno graduated at ESPM – Sao Paulo in 2018 with a Bachelor’s Degree in Business Management.

Originally with UBS AG from 2006 to 2015, Tony rejoined our firm in May 2024. Raised in Miami by Brazilian parents, he began his finance career in 1996. With over 27 years of industry experience, Tony has worked in Private Banking and Brokerage models, servicing both international and domestic clients.

Tony is fluent in English, Portuguese and Spanish.

Tony is FINRA-registered and holds Series 7 and 63 securities licenses.

Education

       · Associates in Arts, Communications – Miami-Dade College

Fabiana Carvalho joined UBS in 2019 and she currently serves as a Client Associate. She is responsible for helping the advisors manage accounts and give support to the clients. Fabiana assists clients with opening new accounts, digital services, scheduling client reviews and acting as a liaison for client transactions.

 Fabiana has a bachelor's degree in Social Communication from Universidade Anhembi Morumbi in Sao Paulo. And, is certified in Emotional Intelligence, NLP, Business Coach, and Mentor Coach from Academia de Coaching y Capacitacion Americana (ACCA).