Wealth advice that helps inspire confidence

Team 2024

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
    • CO
    • DE
    • FL
    • GA
    • MA
    • MO
    • NC
    • NJ
    • NY
    • TX
    • VA

    Bruno Miranda began his career in financial services in 1997 at Merrill Lynch and joined UBS in 1999. Over the years, he has become a trusted financial advisor for clients in the US and Latin America. Today, Bruno focuses on helping individuals and families manage the many facets of their often complex financial lives. For each client relationship, he takes the time to understand all they want to accomplish and then helps craft a flexible plan aligned with where they are and where they want to go, including a retirement on their terms. Drawing on his in-depth experience,

    Bruno can provide you with the advice, insights, and customized solutions needed to pursue what’s important now and in the future.

    Bruno is FINRA-registered and holds Series 3, 7, 63, and 65 securities licenses. He earned his Bachelor's Degree at Florida International University.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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
      550 Biltmore Way
      Coral Gables, FL 33134
      bruno.miranda@ubs.com
      Bruno Miranda
      550 Biltmore Way,Coral Gables,FL,33134
    • Leonardo Oliveira Profile Photo

      Leonardo Oliveira

      Senior Vice President–Wealth Management

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      • CA
      • CO
      • DE
      • FL
      • GA
      • MA
      • MO
      • NC
      • NJ
      • NY
      • TX
      • VA

      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, 2024, 2025The 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
        leonardo.oliveira@ubs.com
        Leonardo Oliveira
        550 Biltmore Way,Coral Gables,FL,33134
      • Jabali

        Rodrigo Jabali

        Senior Vice President–Wealth Management

        Financial Advisor

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        • DE
        • FL
        • MA
        • MD
        • NJ
        • VA

        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.

              100 SE 2nd Street
              Suite 2500
              Miami, FL 33131
              rodrigo.jabali@ubs.com
              Rodrigo Jabali
              100 SE 2nd Street,Miami,FL,33131
            • Tom

              Thomas Atkinson

              Senior Vice President–Wealth Management

              Financial Advisor

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              • CA
              • CO
              • DE
              • FL
              • GA
              • MA
              • MO
              • NC
              • NJ
              • NY
              • TX
              • VA

              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.

                    550 Biltmore Way
                    Coral Gables, FL 33134
                    thomas.atkinson@ubs.com
                    Thomas Atkinson
                    550 Biltmore Way,Coral Gables,FL,33134
                  • Cecilia Fagundes Profile Photo

                    Cecilia Fagundes

                    Director

                    Team Administrator

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                    • CA
                    • FL
                    • GA
                    • NC
                    • NY

                    Cecilia joined UBS in 2007 and currently serves as a Team Administrator. Cecilia is a dedicated professional who brings passion and enthusiasm to every aspect of their work. With a strong commitment to excellence, Cecilia consistently strives to achieve the highest standards in their field. Her dedication is not only evident in her own work but also in their eagerness to mentor and support colleagues.

                    Cecilia began her career as an intern at BankBoston São Paulo. She holds a bachelor's degree in economics from Fundação Armando Alvares Penteado (FAAP) in São Paulo, Brazil. In 2005, she relocated to Miami, where she now resides with her husband and two children. Outside of work, Cecilia enjoys going to the beach and reading a good book. 

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

                      • Fundação Armando Alvares Penteado - FAAP in São Paulo, Brazil, Economics
                        550 Biltmore Way
                        Coral Gables, FL 33134
                        cecilia.fagundes@ubs.com
                        Cecilia Fagundes
                        550 Biltmore Way,Coral Gables,FL,33134
                      • Bruno Mariano Profile Photo

                        Bruno Mariano

                        Associate Director

                        Senior Wealth Strategy Associate

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                        • CA
                        • DE
                        • FL
                        • GA
                        • MO
                        • 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
                            bruno.mariano@ubs.com
                            Bruno Mariano
                            550 Biltmore Way,Coral Gables,FL,33134
                          • Leandro 2024 3

                            Leandro Geraldo Antonaccio

                            Registered Client Associate

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                            • CA
                            • DE
                            • FL
                            • GA
                            • MO
                            • NC
                            • NY

                            Leandro Antonaccio Jr. began his position at UBS in early 2024 as a Client Associate. He currently assists the team with daily operations and client tasks, ensuring smooth and efficient workflow.

                            Leandro holds a Bachelor's degree in Business Administration from the University of Miami and a Master of Business Administration (MBA) from the same institution. Fluent in English, Portuguese, and Spanish he is well-equipped to communicate effectively with a diverse range of clients.

                            Leandro holds the Series 7 and 66 licenses, demonstrating his expertise and commitment to the financial industry.

                                  550 Biltmore Way
                                  Coral Gables, FL 33134
                                  leandro.antonacciojr@ubs.com
                                  Leandro Geraldo Antonaccio
                                  550 Biltmore Way,Coral Gables,FL,33134
                                • Bruno Guzzo 2024

                                  Bruno Guzzo

                                  Senior Wealth Strategy Associate

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                                  • CA
                                  • CT
                                  • DC
                                  • DE
                                  • FL
                                  • GA
                                  • IL
                                  • MA
                                  • MD
                                  • MI
                                  • MN
                                  • NH
                                  • NJ
                                  • NY
                                  • PA
                                  • SC
                                  • TN
                                  • TX
                                  • UT
                                  • VA
                                  • WA
                                  • WY

                                  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.

                                        100 SE 2nd Street
                                        Suite 2500
                                        Miami, FL 33131
                                        bruno.guzzo@ubs.com
                                        Bruno Guzzo
                                        100 SE 2nd Street,Miami,FL,33131
                                      • Antonio Rocha 2024

                                        Antonio Rocha

                                        Authorized Officer

                                        Senior Wealth Strategy Associate

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                                        • CA
                                        • FL
                                        • NY
                                        • TX

                                        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, 63 and 66 securities licenses.

                                        Education

                                               · Associates in Arts, Communications – Miami-Dade College

                                              550 Biltmore Way
                                              Coral Gables, FL 33134
                                              antonio.rocha@ubs.com
                                              Antonio Rocha
                                              550 Biltmore Way,Coral Gables,FL,33134
                                            Three generations in apple orchard

                                            Turn possibilities into a plan

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                                            A leading global wealth manager

                                            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.

                                            A leader in wealth management

                                            Backed by the strength of our parent company, UBS AG

                                            $6 trn

                                            UBS Group invested assets
                                            As of 12/31/2024

                                            51 countries

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                                            UBS is a leading and truly global wealth manager

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