BBVA Global Wealth Advisors, Inc.

Marcela Goldenberg is a financial advisor at BBVA Global Wealth Advisors, Inc. with 7 years of industry experience. She holds a Series 65 designation and has previously worked at Banco Itau International, Itau International Securities, and Ascendo. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses strategic and tactical asset allocations informed by BBVA S.A.’s fund research and third-party resources, offering a range of portfolio options including mutual funds, ETFs, UCITS, and structured products.

Michael Ricciardi is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, with 13 years of industry experience. His prior roles include positions at Vector Global WMG, Citigroup, and Banco Nacional de México. Outside of his advisory work, he is a director at Phat Ducky Enterprises LLC, a company involved in property remodeling and flipping. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, utilizing a range of investment products and a risk-profile-driven approach supported by BBVA S.A.’s fund research and third-party resources.

Jessica Rodriguez is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Her prior firms include JPMorgan Securities LLC, PNC Investments LLC, and Insigneo Advisory Services LLC. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses investor risk profiles to guide strategic and tactical asset allocation, employing a mix of mutual funds, ETFs, UCITS, structured products, and individual securities with ongoing portfolio reviews and rebalancing.

Ceciel Edgar is a Series 65-licensed financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, with two years of industry experience. Prior to joining BBVA Global Wealth Advisors in 2024, she worked at BBVA Mexico from 2015 to 2024. Outside of advisory services, she refers clients to BBVA Global Wealth Insurance, Inc., an insurance agency. BBVA Global Wealth Advisors provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, utilizing portfolio advisory, wrap fee programs, and access to various model portfolios. The firm combines strategic and tactical asset allocation based on BBVA S.A.’s fund research and third-party resources, offering international investment options and conducting regular portfolio reviews.

Rodrigo Morales Aramburu is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL. His prior experience includes roles at Banco BBVA Peru, BBVA Asset Management SAF, and Profuturo AFP. BBVA Global Wealth Advisors, Inc. offers investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm utilizes strategic and tactical asset allocation based on BBVA S.A.’s fund research and third-party resources, providing access to a broad range of investment products including mutual funds, ETFs, UCITS, and structured products.

Victor Pina Pinero is a financial advisor at BBVA Global Wealth Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked with BBVA entities since 2015, including BBVA Mexico and BBVA USA Rep Office. BBVA Global Wealth Advisors provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm combines strategic and tactical asset allocation using BBVA S.A.’s fund research and third-party resources, offering portfolios with a mix of mutual funds, ETFs, UCITS, structured products, and individual securities.

Maria Mantilla Gomez is a Series 65-registered financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, with two years of industry experience. She previously worked at BBVA Asset Management, Credicorp Capital, and BBVA Valores. BBVA Global Wealth Advisors, Inc. offers investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a combination of strategic and tactical asset allocation informed by BBVA S.A.’s fund research and third-party resources, managing portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

Jorge Rivas Padilla is a CFA® charterholder and financial advisor with six years of industry experience. He is currently with BBVA Global Wealth Advisors, Inc., where he has worked since 2023. His prior roles include positions at PNC Investments and several BBVA affiliates, including BBVA Mexico. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm combines strategic and tactical asset allocation using BBVA S.A.’s fund research alongside third-party resources, offering access to a range of investment products with regular portfolio reviews and rebalancing.

Gustavo Rodriguez is a financial advisor at BBVA Global Wealth Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Compass Group Investment Solutions LLC, EFG Capital International Corp, and J.P. Morgan Securities. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm employs a strategic and tactical asset allocation approach using a mix of mutual funds, ETFs, UCITS, structured products, and individual securities, supported by BBVA S.A.’s fund research and third-party resources.

Roberta Fernandes is a financial advisor at BBVA Global Wealth Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, BTG Pactual, Valores Banistmo, Santander Securities, and Merrill. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices, offering portfolio advisory, wrap fee programs, and access to various model portfolios. The firm constructs investor risk profiles aligned with its investment guides, combining strategic and tactical asset allocation using both BBVA S.A.’s fund research and third-party resources.

Matteo Hernandez Sada is a financial advisor with BBVA Global Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Citigroup, BBVA Securities Inc., Compass Bank, and Charles Schwab. Outside of finance, he is involved with Team Matteo LLC, a media and photography business. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices by providing portfolio advisory, wrap fee programs, and access to model portfolios combining strategic and tactical asset allocation informed by BBVA S.A.’s research and third-party resources. The firm’s portfolios include mutual funds, ETFs, UCITS, structured products, and individual securities, with periodic reviews and suitability assessments.

Jose Diaz Ceballos Mercado is a financial advisor at BBVA Global Wealth Advisors, Inc. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to his current role, he worked at Punto Brokerage Firm and Theorie Consulting and has been involved with Hair Drezzers on Fire since 2022. BBVA Global Wealth Advisors serves individuals, high-net-worth clients, businesses, and family offices by providing investment advisory services that include portfolio management, wrap fee programs, and access to various investment models. The firm utilizes a combination of strategic and tactical asset allocation supported by BBVA S.A.’s fund research and third-party resources.

Karla Solorzano Valencia is a Series 65-credentialed advisor with BBVA Global Wealth Advisors, Inc., based in Miami, FL. She has one year of industry experience, including roles at BTG Pactual US Capital LLC, ClaimPay, Stone X Financial, and Santander Bank. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a combination of strategic and tactical asset allocation, leveraging BBVA S.A.’s fund research and third-party resources, with a focus on diversified portfolios including mutual funds, ETFs, UCITS, structured products, and individual securities.

Luis Guerrero is an advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Banorte Securities, PNC Bank, and BBVA-related entities dating back to 2015. He is also involved with BBVA Global Wealth Insurance, Inc. as an insurance agent, referring clients to the agency. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses strategic and tactical asset allocation informed by in-house and third-party research, offering portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

Augusto Tricotti is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation with one year of industry experience. His background includes six years at BBVA Uruguay and two years at BBVA Germany. He is also an agent at BBVA Global Wealth Insurance Agency, Inc., where he assists clients with life insurance decisions. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, using a risk-profile-driven approach that combines strategic and tactical asset allocation informed by BBVA S.A.’s research and third-party resources. The firm offers access to mutual funds, ETFs, UCITS, structured products, and individual securities, with regular portfolio reviews and rebalancing.