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Marcelo B

Series 66

Miami, FL

UBS Financial Services

Marcelo Biasutto is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2004 across UBS International Inc. and UBS Financial Services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Claudia B

Series 66

Miami, FL

UBS Financial Services

Claudia Bohringer Orantes is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked at UBS AG and Credit Suisse AG, where she had a 12-year tenure. Outside of her advisory role, she is also a property owner with experience managing a residential apartment abroad. 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 services, utilizing proprietary research and model-based asset allocations to tailor advice to clients.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michele L

Series 66

Miami, FL

UBS Financial Services

Michele Litwinski is a Series 66-licensed financial advisor with UBS Financial Services in Miami, FL, and has 13 years of industry experience. She has worked at UBS since 2016. Outside of her advisory role, she serves on the board of a homeowners association and is involved in estate planning through ownership of an LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Christopher T

Series 66

Miami, FL

UBS Financial Services

Christopher Twombly is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. 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 and leverages proprietary research and model-based asset allocations to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Patricio S

Series 66

Miami, FL

UBS Financial Services

Patricio Salvidea Rodriguez is a Series 66 licensed financial advisor with UBS Financial Services in Miami, FL, bringing two years of industry experience. Prior to joining UBS in 2024, he worked at Morgan Stanley from 2020 to 2024. He has also held roles at George Washington University, Florida International University, and Palmer Trinity School. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services, supported by research from its Chief Investment Office and UBS Global Research.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Ronald P

Series 63, Series 66

Miami, FL

UBS Financial Services

Ronald Pillar is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at M&A Securities Group, US Arma Partners, LP, and founding Pillar Capital Advisors LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial plans and portfolio management.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Ronald K

Series 63, Series 65

Miami, FL

UBS Financial Services

Ronald Kaufler is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kaufler is involved in several investment-related business activities, including ownership and management of various holding companies in the U.S. and Ecuador. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based strategies to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Guillermina A

Series 66

Miami, FL

UBS Financial Services

Guillermina Alonso is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 15 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she is involved in real estate through ownership and management of local properties. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor portfolios and financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad platform including discretionary portfolio management, mutual funds, and alternative products.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Renato T

Series 63, Series 65

Miami, FL

UBS Financial Services

Renato Ticoulat is a financial advisor at UBS Financial Services with three years of industry experience. He previously worked at Galapagos Advisory LLC and Julius Baer Family Office. Outside of advising, he has been a partner in Harmony Studio Miami, a furniture store, where he served as COO and handled business development before becoming a passive partner in 2023. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Manuel C

Series 66

Miami, FL

UBS Financial Services

Manuel Cornelio is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS Financial Services since 2010, also associated with UBS AG and UBS International Inc. Since 2010, he has been a partner in JC Event Design LLC, a wedding and event design business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and maintains affiliated banking and securities-backed lending programs.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Elizabeth D

Series 63, Series 65

Miami, FL

UBS Financial Services

Elizabeth Doron is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at UBS Financial Services since 2021 and has prior experience with Wells Fargo Clearing and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Rodrigo J

Series 63, Series 65

Miami, FL

UBS Financial Services

Rodrigo Jabali is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His previous roles include positions at Xp Advisors, Inc. and XP Securities, LLC. Outside of his advisory work, he is a partner and investor in a real estate development LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Karina V

Series 63, Series 66

Miami, FL

UBS Financial Services

Karina Vaz Ivkovic is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for 13 years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Horacio A

Series 63, Series 66

Miami, FL

UBS Financial Services

Horacio Aguirre is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Aguirre is based in Miami, FL. 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 and offers proprietary research and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Gustavo C

Series 66

Miami, FL

UBS Financial Services

Gustavo Ciobataru is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC before joining UBS. Gustavo holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions 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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Esthefany A

Series 66, Series 63

Miami, FL

UBS Financial Services

Esthefany Acosta Espinal is a financial advisor at UBS Financial Services with six years of industry experience. She has worked at several major firms, including JPMorgan Chase and Citigroup, before joining UBS. Esthefany holds Series 66 and Series 63 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of financial products and services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Franco S

Series 63, Series 66

Miami, FL

UBS Financial Services

Franco Sciamarelli is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jordan B

Series 66

Miami, FL

UBS Financial Services

Jordan Baron is a Series 66-registered financial advisor with UBS Financial Services in Miami, FL, with 16 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Agustina G

Series 66

Miami, FL

UBS Financial Services

Agustina Gandulfo is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and four years of industry experience. She has worked at UBS International since 2021 and previously spent eight years at Agropecuaria Aguas Grandes SA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, incorporating proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management, offering services that include portfolio management, financial planning, and capital markets activities.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Teresita F

Series 66

Miami, FL

UBS Financial Services

Teresita Franco is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 18 years of industry experience. She has been with UBS Financial Services since 2010 and has worked with affiliated UBS entities since 2007. Franco is also a beneficiary and owner of Renaissance TF, LLC, a company involved in real estate investments. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based strategies to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and investment solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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