Miami, FL South East Second Street Office

Steve Jarrin is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, JP Morgan Chase Bank, and JP Morgan Securities. 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 financial plans. The firm provides a range of services including fee-based financial planning, portfolio management, and capital markets activities.

David Cardenas is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Citigroup, Bank of America, and Merrill. UBS Financial Services 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, supported by proprietary research and a range of capital markets services.

Martin Norcini is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. Norcini serves as President of the Board of Directors and Treasurer of the Villa Biltmore Condominium Association and is a member of the Board of Directors of the South Florida Veterans Affairs Foundation for Research and Education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment strategies according to client goals and risk tolerances.

Lilliam Leon Gonzalez is a financial advisor with UBS Financial Services in Coral Gables, FL, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with UBS since 2017 and previously worked at HSBC Securities (USA) Inc. and HSBC Private Bank from 2014 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Jasmin Maldonado is a financial advisor with UBS Financial Services in Miami, FL. She holds a Series 66 designation and has one year of industry experience. Outside of her advisory role, she operates a life coaching business called Micelio Life Coaching. 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 and offers a broad range of financial services, including custody, underwriting, and securities-backed lending.

Vicente Del Rio is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. for 11 years before joining UBS in 2021. Outside of his advisory role, he is a partner in I3 Capital Partners, LLC, focusing on private investments, and is involved in I3 Marine, LLC, which relates to recreational boating. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as both a broker-dealer and a futures commission merchant.

Dayana Pelaez is a Series 66-licensed financial advisor at UBS Financial Services with 11 years of industry experience, all with UBS since 2015. She serves clients from Miami, FL. Outside of her advisory role, she is a trustee for a family trust established by her domestic partner. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering customized financial planning and portfolio management supported by proprietary research and capital market insights.

Maria Castro is a financial advisor at UBS Financial Services in Miami, FL, holding a Series 66 designation with 15 years of industry experience. She has been with UBS International since 2010. Outside of her advisory role, she owns and operates The Organic Chicks, an informal business selling organic granola to friends and family. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, delivering tailored financial plans and portfolio management supported by proprietary research and institutional trading capabilities.

Dominik Aeschbacher is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at UBS Switzerland AG for 21 years. He holds the Series 66 designation and is based in Miami, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 investment plans.

Maria Brea is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Her prior professional background includes roles at Banco Santander Private Banking and Deloitte, as well as academic positions at the University of Miami. UBS Financial Services 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 to client goals and risk tolerances, combining institutional trading capabilities with wealth management services.

Jesus Kruger is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services since 2010 and has been associated with UBS International Inc. since 2004. Outside of his advisory role, he is the owner of Jestefana LLC, a family-owned company used for personal real estate investments managed by his wife. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management solutions.

Eric Garcia Tunon is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2010 and concurrently with UBS International Inc. since 2006. He serves as a member of a broker-dealer committee within a banking and financial services trade association. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, 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 solutions to clients’ goals and risk tolerances.

Anna Demaccino 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 Raymond James & Associates for 12 years before joining UBS in 2025. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Yancy Ranalli is a financial advisor with UBS Financial Services in Miami, FL, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He has been with UBS since 2016 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for one year. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client plans.

Felix Perez Retes is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has worked with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary capital market research and model-based asset allocations to tailor investment plans and also offers institutional trading capabilities alongside wealth management services.