Mildred Lopez Legra is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at UBS since 2019. Prior to UBS, she was with Leader Global Solutions LLC and Robert Half Finance and Accounting. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Nuria Mesa is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for eight years before joining UBS in 2024. Outside of her advisory work, she is a partner in POW! Creative LLC, a Miami Beach-based business involved in art and culture. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

James Carey is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and 36 years of industry experience. He has been with UBS and its predecessor, Dean Witter Reynolds Inc., since 1985. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and 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 client plans.

Rui Tavares is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 66 designation and has been with UBS and its affiliated entities since 2003. UBS Financial Services serves individual, corporate, and institutional clients through 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 utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jose Salvidea Rello is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank. Outside of his advisory work, he serves on the board of directors of SVA Marine LTD, a company involved in boat ownership. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Rejane Abreu is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for eleven years. UBS Financial Services Inc. 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, combining institutional trading capabilities with wealth management services.

Gabriel Cabrera is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Morgan Stanley, Kovack Securities, and OIG Wealth Management. Cabrera also has experience associated with Florida International University. 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 offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Juan Chacon is a financial advisor at UBS Financial Services with 12 years of industry experience. He has been with UBS since 2012 and holds a Series 66 designation. Based in Miami, FL, he works within a large network of advisors at the firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Henry Malpartida is a Series 66-licensed financial advisor at UBS Financial Services in Miami, FL, with 27 years of industry experience. He has been with UBS Financial Services since 2010 and affiliated with UBS International Inc. since 2006. Outside of his advisory role, he is a partner in a Miami-based restaurant business. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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.

Carlos Tovar is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. He has been with UBS since 2018. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through a comprehensive platform that includes financial planning, portfolio management, and capital markets services.

Patricia Delgado is a Series 66-licensed financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2010. 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 delivers advisory work using proprietary research and model-based asset allocations.

Hanieh Shokrani is a financial advisor at UBS Financial Services with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities, LLC and Bank of the West. Prior to her finance career, Shokrani spent five years at Tory Burch. 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 plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad service platform.

Gianni Devercelli Ruiz is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has prior experience at UBS Asesores, Banco Santander, The University of Texas at Austin McCombs School of Business, Scotiabank, and Archer Daniels Midland. Based in Miami, FL, he has worked across various sectors including banking and academia. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerance.

Geneva Goedhart is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with UBS since 2008. In addition to her advisory role, she operates an online grocery store through Melaleuca. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations in its client solutions.

Mateo Salvidea Rodriguez is a financial advisor with UBS Financial Services in Miami, FL. He holds a Series 66 designation and has been with UBS since 2025. Prior to joining UBS, he spent several years in educational roles at Loyola University Chicago and Palmer Trinity School. UBS Financial Services serves individual, corporate, and institutional clients with 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 through proprietary research, model-based asset allocation, and an extensive network of financial advisors.

Hamid Danmole is a financial advisor at UBS Financial Services with 24 years of industry experience. He previously worked at Merrill for nine years before joining UBS in 2022. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Anay Hernandez is a financial advisor at UBS Financial Services with five years of industry experience. Prior to joining UBS in 2022, Hernandez worked at Goldman Sachs, Interactive Brokers, Regions Bank, and South Florida Pulmonary and Critical Care Associates. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations, principal trading, and underwriting activities.

Stephanie Gaal is a financial advisor with UBS Financial Services and holds a Series 66 designation. She has four years of industry experience, including roles at UBS Europe SE and XP Securities LLC. She also spent time at the Rotterdam School of Management, Erasmus University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing fee-based financial planning, discretionary portfolio management, and access to proprietary research.

Abelardo Sanchez is a financial advisor at UBS Financial Services in Miami, FL, with 12 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 licenses. 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 provides fee-based financial planning, portfolio management, and distributes proprietary research and alternative products.

Nicolas Bergengruen is a Series 66 registered advisor with UBS Financial Services in Miami, FL, with 24 years of industry experience. He has been with UBS Financial Services since 2010 and has a longer tenure at UBS International Inc. dating back to 2006. Outside of his advisory work, he is a partner in GOT 2 GO, LLC, which holds a motorboat, and serves on the board of directors for Catena Miami LLC, a real estate company. 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 uses proprietary research and model-based asset allocations to tailor financial plans and also operates as a futures commission merchant with a broad range of capital markets services.