Mark Elias is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 28 years of industry experience. He has been with UBS Financial Services since 2013. Outside of financial advising, he is a partner in a physician telephone answering service and serves on the boards of a utilities company and a homeowners association. Additionally, he mentors student athletes at the University of Texas at Austin through The Bridge Leadership and Mentorship Program. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Veronica Miller is a financial advisor at UBS Financial Services with 33 years of industry experience. She has been with UBS since 2001 and holds Series 63 and Series 66 licenses. Between 2009 and 2013, she was also commissioned as a notary public in Austin, Texas. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Erika Martinez is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and five years of industry experience. She previously worked at Bank of America and Merrill for eleven years. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary capital market insights and research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering services that include discretionary portfolio management, financial planning, and capital markets solutions.

Thomas Suarez is a financial advisor at UBS Financial Services with a Series 66 credential. He has less than one year of industry experience and has held previous roles at firms including Faraday Special Investments and Coastal Wealth, as well as multiple positions at Florida International University. Before entering the financial industry, he worked in education at Pembroke Pines Charter schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Leila Larijani is a financial advisor with UBS Financial Services in Sherman, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, Larijani serves as Treasurer for the King Hussein Cancer Foundation USA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor solutions to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Andrea Dagnelli is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2013, based in New York, NY. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Rebecca Singer is a financial advisor at UBS Financial Services in Columbus, OH, with 10 years of industry experience. She has been with UBS Financial Services since 2013 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Scott Atkins is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2012, initially with UBS Global Asset Management before transitioning to UBS Global Wealth Management. Atkins serves on the board of directors for Miami Nation Enterprises, participating in regular meetings to oversee administrative matters related to the organization's investments. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm delivers advisory work through a network of financial advisors using proprietary research and model-based asset allocations, combining institutional trading capabilities with wealth management services.

Norberto Quirno Costa is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has been with UBS since 2013. He served on the board of a cultural and educational foundation based in Montevideo from 2014 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of services including custody, underwriting, and capital markets support.

Sergio Maffettone is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and four years of industry experience. His work history includes previous roles at SEI Investments and an extended period at Quinnipiac University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Tess Segal is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. She has been with UBS Asset Management since 2016. Outside of her advisory role, she serves as president of the Logan Building Condominium Association in Skaneateles, New York, where she is also an owner and manages a rental unit within the association's guidelines. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Aaron Fant is a Series 66-registered financial advisor with UBS Financial Services in Westfield, NJ, where he has worked since 2015. He has 11 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Eric Moyer is a financial advisor with UBS Financial Services in Clayton, MO, holding a Series 66 designation and 10 years of industry experience. He has been with UBS Financial Services since 2016. Outside of his advisory role, he serves as treasurer for Kids in the Middle, an organization providing affordable counseling to children of divorced parents, and is a member of the board of directors for Conversation Builds Character, a charity focused on improving communication and social behavior in educational settings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans according to clients’ goals and risk tolerances.

Daniel Slattery is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

Darcy Andrews is a financial advisor at UBS Financial Services with 16 years of industry experience. Prior to joining UBS in 2021, Andrews worked for The Huntington Investment Company from 2009 to 2021. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor client plans.

Vivian Peters Carvalho Mercuri is a financial advisor at UBS Financial Services in Miami, FL, with 13 years of industry experience. She has been with UBS since 2015 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm leverages proprietary research and institutional trading capabilities alongside wealth management services.

Zachary Hayn is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at Grow America for one year and has a decade of experience managing Salty Dog Bar & Grill. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a range of products supported by proprietary research and capital markets expertise.

Laura Walker is a financial advisor with UBS Financial Services in Cincinnati, OH. She holds Series 63 and Series 66 licenses and has 11 years of industry experience, including four years at Fidelity Brokerage Services prior to joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Brian Zakrocki is a financial advisor at UBS Financial Services with 22 years of industry experience. His prior roles include positions at Goldman, Sachs & Co. and First Republic Investment Management. He serves on investment committees for Kellenberg Memorial High School and Binghamton University, providing advisory support to nonprofit education institutions. UBS Financial Services serves individual, corporate, and institutional clients through a combined brokerage and investment advisory platform, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products.

Conan Ayala is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through a network of Financial Advisors who utilize proprietary research and model-based asset allocations tailored to clients' goals and risk tolerances.