San Jose, CA Office

Maria Lamas is a financial advisor at UBS Financial Services in San Jose, CA, with eight years of industry experience. She holds the Series 66 designation and has worked at UBS since 2018. Prior to her current role, she held positions at 24 Hour Fitness, Insight Global, Extended Travel, the UC Berkeley Police Department, and UC Berkeley. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides proprietary research to tailor investment strategies to clients.

Carrie Scaletta is a financial advisor with UBS Financial Services in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her career includes two prior tenures at UBS and three years at Wells Fargo Clearing. Outside of her advisory role, she plans travel for friends and family through a travel agency venture focused on theme parks, cruises, and hotels. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory solutions. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a diverse platform of financial products.

William Stonhaus is a financial advisor with UBS Financial Services in San Jose, CA. He holds Series 63 and Series 65 designations and has 44 years of industry experience. Stonhaus has been with UBS Financial Services since 2008. 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 combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Stephen Lucero is a financial advisor with UBS Financial Services in San Jose, CA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with UBS since 1999. Lucero serves as a board member and advisor for Camp Kesem, a nonprofit organization supporting children with parents who have terminal illnesses. 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 plans according to clients’ goals and risk tolerances.

Sandra Kopanos is a financial advisor with UBS Financial Services in San Jose, CA, holding a Series 66 designation and 17 years of industry experience. She previously worked at Wells Fargo Clearing for six years before joining UBS in 2022. Outside of her advisory role, she provides consulting on alternative energy through Ambit Energy and serves as a notary public. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and 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 and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.