Manuel Coroalles IV is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2002. He holds the Series 66 designation and is based in Coral Gables, FL. In addition to his advisory role, he acts as trustee of his late father’s irrevocable trust. UBS Financial Services 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 and provides a broad range of capital markets, custody, and research resources.

Emilio Arguello is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 23 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the Board of Directors for the Brickell Place Marina Association in Miami, where he participates in managing the marina for boat slip owners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Marisol Espinosa is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch, Ascendo Resources, and HSBC Private Bank International. 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 and portfolio management to clients’ goals and risk tolerances.

Sergio Kokubo is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and 18 years of industry experience. He has been with UBS Financial Services since 2010 and has worked at UBS International Inc. since 2007. Kokubo is also the managing partner of Hickory Investments LLC, a personal holding company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining wealth management with institutional trading capabilities and proprietary research to tailor investment strategies.

Carlos Arguello is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, he was employed at the Latin American Agribusiness Development Corp and has experience in both banking and education sectors. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Carlos Arguello II is a Series 66-licensed financial advisor with UBS Financial Services, where he has worked since 2015. He has 21 years of experience in the industry. Outside of his advisory role, he serves on the board of directors for the homeowners association of his primary residence. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.