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John B
Series 66
Miami, FL
UBS Financial Services
John Beggs 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 Inc. since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm leverages proprietary research and institutional trading capabilities alongside wealth management services.
Dylan M
Series 66
Miami, FL
UBS Financial Services
Dylan Menetrey is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at UBS Switzerland AG for seven years before taking a sabbatical from 2023 to 2025. Menetrey holds the 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 provides access to proprietary research and capital markets expertise.
Andres E
Series 66
Miami, FL
UBS Financial Services
Andres Echeverri is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and having 21 years of industry experience. He has been with UBS since 2013. 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 and provides proprietary research, custody, underwriting, and capital markets services.
Armando G
Series 66
Miami, FL
UBS Financial Services
Armando Gonzalez is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2023. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supporting advisors with proprietary research and a broad platform of capital markets and lending solutions.
Peter Z
Series 63, Series 65
Miami, FL
UBS Financial Services
Peter Zubizarreta is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he serves on the boards of several community and cultural organizations, including the Cuban Museum, Coral Gables Foundation, St. Thomas Episcopal Church, and the Lowe Art Museum, where he holds leadership and advisory roles. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining model-based asset allocations with proprietary research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad platform that includes market-making, underwriting, and affiliated banking programs.
Peter B
Series 66
Miami, FL
UBS Financial Services
Peter Baechler is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and bringing 24 years of industry experience. He has been with UBS and its related entities since 1999, including roles at UBS International Inc. and UBS AG. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to customize plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.
Federico W
Series 63, Series 65
Miami, FL
UBS Financial Services
Federico Wabnik is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at Lazard Asset Management and Biogen Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering a range of portfolio management and financial planning solutions.
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