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 financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services since 2010, following earlier roles at UBS International Inc. and EFG Capital International LLC. Outside of his advisory work, he is a partner in a personal LLC that holds a motor boat and serves on the board of directors for a rental 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 utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Jacques Mejer is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2010 and is also affiliated with UBS International Inc. since 2007. 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 manages a broad range of capital markets services.

Cecilia Neuhaus is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 24 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and research to tailor financial plans according to clients' goals and risk tolerances.

Jessica Dos Santos is a financial advisor with UBS Financial Services in Miami, FL. She holds a Series 66 designation and has experience working at UBS since 2026. Prior to joining UBS, she worked at XP Inc, Itau Unibanco, and Mapfre. 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 to clients’ goals and risk tolerances.

Kenneth Zalcman is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 65 licenses and possessing 56 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to client goals.

Carlos Canela is a financial advisor at UBS Financial Services with six years of industry experience, including roles at UBS Switzerland AG and UBS Financial Services. He holds the Series 66 designation and is based in Miami, FL. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities to deliver tailored financial planning and portfolio management.

Marcelo Pittaluga Chiarino is a financial advisor with UBS Financial Services holding a Series 66 designation and 26 years of industry experience. He has worked at UBS Financial Services since 2016. 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 provides a broad range of capital markets and research resources.

Carlos Valverde Duran is a financial advisor at UBS Financial Services with four years of industry experience. He has been with UBS since 2021 and previously worked at Santander International from 2008 to 2021. He holds the Series 66 designation. 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 and offers proprietary research and a range of capital markets services.

Alessandro Annese is a financial advisor with UBS Financial Services in Miami, FL. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Citi Private Bank, Audax Group, Ralph Lauren, State Street, and Vineyard Vines. 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 client plans.

Margaret Carey is a financial advisor at UBS Financial Services with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside her advisory work, she is an investor in a baby clothing business, Hatfield Imports. 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 provides a broad range of capital markets and research resources.

Luis Frascolla is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2010 and holds the Series 66 designation. Outside of his advisory role, he is involved in real estate through ownership of multiple LLCs. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Francisco Larenas is a financial advisor at UBS Financial Services with 17 years of industry experience. He has been with UBS since 2009, including a year at UBS International prior to his current role. Larenas holds a Series 66 designation and serves as Director of the Southern Atlantic Subchapter of the IESE Alumni Association. 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 and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Brad Rosenberg is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 65 licenses and totaling 27 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, Rosenberg serves as a healthcare power of attorney for a client, assisting with medical decision-making responsibilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates across multiple financial services areas, including wealth management, institutional trading, and capital markets activities.

Maria Lopez is a Series 66-licensed financial advisor with UBS Financial Services in Miami, FL, and has two years of industry experience. Her background includes roles at FIU, Coma Miami LLC, Macy's Inc., Broward College, and Albizio University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment solutions.

Igal Yacher is a financial advisor at UBS Financial Services with 27 years of industry experience. He has held positions at UBS Financial Services since 2010 and previously worked at Citigroup Global Markets and Credit Suisse Securities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers research-driven, tailored investment strategies.

Olivia Marchese is a financial advisor at UBS Financial Services with three years of industry experience and holds a Series 66 designation. She has worked at UBS Financial Services since 2022 and has prior experience with Bluebox Corporate Finance and Villanova University. 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 integrates institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Gabrielle Oleary is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at JPMorgan Investment Management Inc. from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services supported by proprietary research and analytics.

Marion Bleck is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and bringing 23 years of industry experience. She has been with UBS since 2005, including roles at UBS AG and UBS International Inc., and previously worked at EFG Capital International LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research to tailor client portfolios. The firm integrates institutional trading capabilities with wealth management services, providing a broad platform of financial solutions.

Doris Neyra is a Certified Financial Planner (CFP®) with 25 years of industry experience. She currently works at UBS Financial Services and has previously held positions at Wells Fargo Clearing, Wachovia Bank, Northern Trust Securities, and Merrill. Outside of her advisory career, she is involved in leasing her horse and manages a personal vacation property in Traverse City, Michigan. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, leveraging proprietary capital market assumptions and research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad range of capital markets solutions.