San Antonio, TX Promenade One 17802 Ih 10 W Office

Team
Updated today
UBS Financial Services logo

UBS Financial Services

Institution

Firm-wide stats for UBS Financial Services

Total advisors

9,339

Across 992 offices

Clients per advisor

118 High

Avg AUM per client

$693,691 High

HNW client ratio

78% Very High

About

UBS Financial Services Inc. serves individual, corporate and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non‑discretionary portfolio management, wrap fee programs and distribution of mutual funds and alternative products. The firm is registered as a broker‑dealer, an investment adviser and a futures commission merchant and also provides custody, underwriting and other capital markets services through its platform.

Advisory work is delivered through a network of Financial Advisors who use proprietary capital market assumptions, model-based asset allocations and research from the Chief Investment Office and UBS Global Research (INV Research) to tailor plans and probabilistic analyses to clients’ stated goals and risk tolerances. When engaged for fee‑based Financial Planning Services the firm acts in a fiduciary capacity and discloses and monitors relevant conflicts such as revenue sharing, sweep arrangements and the firm’s trading practices.

Compared with many peers, UBS combines institutional trading capabilities with wealth management services: it operates as a futures commission merchant, conducts principal trading and market‑making (including markups/markdowns and underwriting activity) and uses internal pricing practices that are less common among large advisory institutions. The firm also distributes proprietary periodic research and maintains affiliated banking and securities‑backed lending programs and data‑analytics (Strategic Insights) arrangements with product providers, all of which broaden its service set and are disclosed in its Form ADV.

Based on UBS Financial Services

Expertise

General retirement planning Cash flow / budgeting Equity compensation tax strategy

Based on UBS Financial Services

Occupation focus

Executive Founder/Business Owner

Based on UBS Financial Services

Demographic focus

Mid-Career Professionals Approaching retirement

Based on UBS Financial Services

Location

Promenade One 17802 Ih 10 W, Suite 210

San Antonio TX 78257

Advisors at this office

26

Advisors at this office

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Spencer W

Series 66

San Antonio, TX

UBS Financial Services

Spencer Williams is a financial advisor at Merrill Lynch Wealth Management. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Spencer's approach focuses on helping clients identify what matters most to them and their families in order to develop strategies aimed at pursuing their financial goals. He holds a Bachelor's Degree from Harvard University.

General retirement planning Retirement income strategy Income planning Wealth management Active portfolio management Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Eric A

Series 66

San Antonio, TX

UBS Financial Services

Eric Ayarzagoitia Trevino is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 credential and 14 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he is the proprietor of MTSA Property Group LLC, involved in real estate investments and management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocation and research-driven strategies tailored to client goals and risk profiles. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Karla O

Series 63, Series 66

San Antonio, TX

UBS Financial Services

Karla Orduna is a financial advisor at UBS Financial Services in San Antonio, TX, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2012. Outside of her advisory role, she manages two residential rental properties in San Antonio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Reynaldo C

Series 63, Series 65

San Antonio, TX

UBS Financial Services

Reynaldo Castro Jr. Jr. is a financial advisor at UBS Financial Services with 37 years of industry experience. He has held positions at UBS Financial Services since 2010, following roles at UBS International Inc. and Cetera Investment Services LLC. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the proprietor of KREY Retreats LLC, a ranch land holding company. 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, leveraging proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Hector T

Series 66

San Antonio, TX

UBS Financial Services

Hector Torres is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he is involved with MTSA Property LLC, a real estate investment and management business. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based strategies to tailor financial plans aligned with clients’ goals and risk profiles.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Lauren Alexandra H

Series 66

San Antonio, TX

UBS Financial Services

Lauren Alexandra Hrynyshyn is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2022, she worked in dental care settings and currently serves as part-time faculty at UT Health School of Dentistry, teaching professional development to dental students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Tucker A

Series 66

San Antonio, TX

UBS Financial Services

Tucker Azar is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. His prior work includes roles in various businesses such as Site Works Texas, Bondoc Roofing, and Azar Family Brands. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad array of financial solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Jennifer O

Series 63, Series 66

San Antonio, TX

UBS Financial Services

Jennifer Owen Wnuk is a financial advisor with UBS Financial Services in San Antonio, TX, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management, combining institutional trading capabilities with wealth management services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Paul L

CFP®, Series 66

San Antonio, TX

UBS Financial Services

Paul Lewis is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with UBS Financial Services and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Morgan Stanley. 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 delivers advisory work using proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Roberto R

Series 63, Series 65

San Antonio, TX

UBS Financial Services

Roberto Rivera is a financial advisor at UBS Financial Services based in San Antonio, TX. He holds the Series 63 and Series 65 designations and has one year of industry experience. Prior to joining UBS, he held positions including roles at CS Diana Martinez LLC and Texas A&M International University. 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 financial plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Daniel S

Series 66

San Antonio, TX

UBS Financial Services

Daniel Salazar is a Series 66-licensed financial advisor with UBS Financial Services in San Antonio, Texas, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he is the proprietor of MTSA Property Group LLC, which focuses on real estate investments. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Alec H

Series 66

San Antonio, TX

UBS Financial Services

Alec Hrynyshyn is a financial advisor at UBS Financial Services with one year of industry experience. He has been with UBS since 2020 and holds a Series 66 designation. Prior to his advisory role, he was affiliated with the University of Colorado-Boulder from 2013 to 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market assumptions and research to tailor financial plans and portfolio management services to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Kristina R

Series 63, Series 66

San Antonio, TX

UBS Financial Services

Kristina Recker is a financial advisor at UBS Financial Services with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at UBS since 2015, with prior roles at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of products and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Teresa C

Series 66

San Antonio, TX

UBS Financial Services

Teresa Cano is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and five years of industry experience. Her prior work experience includes roles at DoorDash, Target, and SWBC Life Insurance 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 portfolio management to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Blake B

Series 66

San Antonio, TX

UBS Financial Services

Blake Biddle is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 credential and eight years of industry experience. Prior to joining UBS in 2025, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2025. Before entering the financial industry, he was a professional golfer from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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