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Steve J
Series 63, Series 66
Miami, FL
UBS Financial Services
Steve Jarrin is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, JP Morgan Chase Bank, and JP Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a range of services including fee-based financial planning, portfolio management, and capital markets activities.
David C
Series 66
Miami, FL
UBS Financial Services
David Cardenas is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Citigroup, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets services.
Martin N
Series 63, Series 65
Miami, FL
UBS Financial Services
Martin Norcini is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. Norcini serves as President of the Board of Directors and Treasurer of the Villa Biltmore Condominium Association and is a member of the Board of Directors of the South Florida Veterans Affairs Foundation for Research and Education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment strategies according to client goals and risk tolerances.
Lilliam L
Series 63, Series 66
Miami, FL
UBS Financial Services
Lilliam Leon Gonzalez is a financial advisor with UBS Financial Services in Coral Gables, FL, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with UBS since 2017 and previously worked at HSBC Securities (USA) Inc. and HSBC Private Bank from 2014 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.
Jasmin M
Series 66
Miami, FL
UBS Financial Services
Jasmin Maldonado is a financial advisor at UBS Financial Services with two years of industry experience and a Series 66 credential. She has been with UBS since 2002. Outside of her advisory work, she operates a life coaching business called Micelio Life Coaching. 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 clients with research-driven, tailored financial plans.
Vicente D
Series 63, Series 66
Miami, FL
UBS Financial Services
Vicente Del Rio is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. for 11 years before joining UBS in 2021. Outside of his advisory role, he is a partner in I3 Capital Partners, LLC, focusing on private investments, and is involved in I3 Marine, LLC, which relates to recreational boating. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as both a broker-dealer and a futures commission merchant.
Dayana P
Series 66
Miami, FL
UBS Financial Services
Dayana Pelaez is a Series 66-licensed financial advisor at UBS Financial Services with 11 years of industry experience, all with UBS since 2015. She serves clients from Miami, FL. Outside of her advisory role, she is a trustee for a family trust established by her domestic partner. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering customized financial planning and portfolio management supported by proprietary research and capital market insights.
Maria C
Series 66
Miami, FL
UBS Financial Services
Maria Castro is a financial advisor at UBS Financial Services in Miami, FL, holding a Series 66 designation with 15 years of industry experience. She has been with UBS International since 2010. Outside of her advisory role, she owns and operates The Organic Chicks, an informal business selling organic granola to friends and family. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, delivering tailored financial plans and portfolio management supported by proprietary research and institutional trading capabilities.
Lauren F
Series 66
Miami, FL
UBS Financial Services
Lauren Feder is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and has previously worked at In The Know Experiences and Northwell Health. Lauren is based in Miami, FL. 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 and utilizes proprietary research to tailor investment strategies to clients' goals and risk tolerances.
Alexandre S
Series 63, Series 66
Miami, FL
UBS Financial Services
Alexandre Santos Leal is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and Blue Sky World Investment Brain. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.
Dominik A
Series 66
Miami, FL
UBS Financial Services
Dominik Aeschbacher is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Switzerland AG for 21 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, leveraging proprietary capital market models and research to tailor strategies to client goals. The firm combines institutional trading capabilities with wealth management services, providing a broad range of integrated financial solutions.
Maria B
Series 66
Miami, FL
UBS Financial Services
Maria Brea is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Her prior professional background includes roles at Banco Santander Private Banking and Deloitte, as well as academic positions at the University of Miami. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm uses proprietary capital market assumptions and research to tailor plans and portfolio management to client goals and risk tolerances, combining institutional trading capabilities with wealth management services.
Jesus K
Series 66
Miami, FL
UBS Financial Services
Jesus Kruger is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2010, previously working at UBS International Inc. from 2004 to 2010. Outside of his advisory role, he is the owner of a family LLC that manages personal real estate investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including 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 strategies to client goals and risk profiles.
Eric G
Series 63, Series 66
Miami, FL
UBS Financial Services
Eric Garcia Tunon is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at UBS since 2006, including roles at UBS International Inc. and UBS Financial Services, and previously at Banc of America Investment Services, Inc. Since 2010, he has been a member of a broker-dealer committee for FIBA, a banking and financial services trade association. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment solutions.
Anna D
Series 63, Series 66
Miami, FL
UBS Financial Services
Anna Demaccino is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Raymond James & Associates for 12 years before joining UBS in 2025. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
Yancy R
Series 66, Series 63
Miami, FL
UBS Financial Services
Yancy Ranalli is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with UBS since 2016, following a one-year tenure at Merrill. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans and portfolio management services. The firm operates with institutional trading capabilities alongside wealth management services.
Felix P
Series 63, Series 66
Miami, FL
UBS Financial Services
Felix Perez Retes is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has worked with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary capital market research and model-based asset allocations to tailor investment plans and also offers institutional trading capabilities alongside wealth management services.
Rene M
Series 66, Series 63
Miami, FL
UBS Financial Services
Rene Marin is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining UBS in 2026, he worked at Citi Private Bank and Citigroup, gaining a total of six years in financial services roles. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.
Adriana M
Series 66
Miami, FL
UBS Financial Services
Adriana Martinez Sarson is a financial advisor with UBS Financial Services, holding a Series 66 designation and with 15 years of industry experience. She previously worked at Merrill from 2016 to 2023 before joining UBS. 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 offers a broad range of capital markets and research resources.
Camile I
Series 65, Series 63
Miami, FL
UBS Financial Services
Camile Infante is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials. Camile began their advisory career in 2026 and has prior experience at Sanctuary Securities, Azimut Investment Advisors, TD Bank, and WSFS Bank. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.
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