Mateo Borja is a Series 66 licensed financial advisor at UBS Financial Services with seven years of industry experience. He has worked at UBS since 2022 and previously held roles at Jefferies LLC and Credit Agricole. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering research-driven, model-based asset allocations and a broad range of capital markets services.

Adrian Quinteros is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2008, working both at UBS International IN and UBS Financial Services in Miami, FL. He holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets and custody services.

Manuel Pinto is a financial advisor at UBS Financial Services in Miami, FL, holding a Series 66 designation with 21 years of industry experience. He has worked at UBS since 2004, initially with UBS International before joining UBS Financial Services in 2010. Outside of his advisory role, Pinto is involved in agricultural and agrotourism ventures, serving as a general manager of a farm and participating in farmer’s market operations. He also holds leadership responsibilities as executive director and president of a local tourism promotion committee in South Miami Dade. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based strategies to tailor investment plans.

Leon Ciobataru is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining UBS in 2025, he spent 13 years at Morgan Stanley Smith Barney LLC and an additional 10 years at Morgan Stanley Private Bank, N.A. He is also involved in commercial real estate property rental in São Paulo, Brazil. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and a broad platform that includes fee-based financial planning and discretionary portfolio management.

Norberto Quirno Costa is a financial advisor with UBS Financial Services in Miami, FL, holding Series 65 and Series 66 designations and 26 years of industry experience. He joined UBS in 2013 after working at Wells Fargo Clearing from 2008 to 2010. He served on the board of directors for the Asociacion Internacional Helen G, a foundation involved in charitable, cultural, educational, and political activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing 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 fiduciary financial planning and access to proprietary research and lending programs.

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.

Jose Maria De Teran is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for several years. He holds a Series 66 designation and is based in Miami, FL. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes custody, underwriting, market-making, and affiliated banking programs.

Marina Da Silva Castro is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 designations and 13 years of industry experience. Her career includes roles at JP Morgan Securities LLC and Banco Santander prior to joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering portfolio management, fee-based financial planning, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor solutions to client goals and risk tolerances.

Ary Carol Velasco Jr is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 19 years of industry experience. Prior to joining UBS in 2024, he worked for 12 years at CITI Private Bank. 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 utilizes proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Simon Thomas is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 18 years of industry experience. He has been with UBS Financial Services since 2010 and has also been affiliated with UBS International Inc. and UBS AG since 2006. Outside of his advisory role, he is the proprietor of a secondary home in Sonoma, California. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing 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 and offers custody, underwriting, and other capital markets services.

Maria Sousa is a financial advisor at UBS Financial Services with 37 years of industry experience. She has worked at UBS since 2002, including roles at UBS International Inc. and PaineWebber Incorporated. Outside of her advisory work, she pursues painting as a hobby and occasionally sells her artworks. 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 employs model-based asset allocations and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Max Sabert is a Series 66 licensed financial advisor with UBS Financial Services in Miami, FL, where he has worked since 2011, totaling 15 years of industry experience. He serves as President of Friends of William and Mary Men's Gymnastics, a charitable organization. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and proprietary research.

Julio Perez Krause is a Series 66 licensed financial advisor with UBS Financial Services in Miami, FL, with 10 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and provides access to proprietary research and capital markets services.

Santiago Velez is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with UBS since 2016. UBS Financial Services Inc. provides a broad range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Jesse Robinson is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior experience working at UBS Switzerland AG from 2014 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Ricardo Gonzalez Jr. is a financial advisor at UBS Financial Services with 39 years of industry experience. He has held his current position since 2010 and holds Series 63 and Series 65 designations. 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 utilizes proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Cristina Arias is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 license and six years of industry experience. She has been with UBS since 2018 and previously worked at The Little Lighthouse Foundation and Best Roofing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Haydee Chachamovits is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at UBS Financial Services since 2022 and previously spent nine years at Safra Securities LLC. Based in Miami, FL, she provides advisory services through UBS’s platform. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor solutions to client goals.

Ricardo Mendez Gutierrez is a financial advisor at UBS Financial Services with seven years of industry experience. He has worked at UBS Financial Services since 2018 and previously held roles at UBS Asesores Mexico SA de CV and Banco JPMorgan SA de CV. He holds a Series 66 designation. 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 and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Adolfo Pastori is a Series 66-licensed financial advisor with 14 years of experience, currently practicing at UBS Financial Services in Miami, FL since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.