Financial Advisor Jose Garcia Joins UBS Wealth Management in Miami

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11/25/2024 - 01:43 PM

MIAMI--(BUSINESS WIRE)-- UBS Wealth Management today announced that Jose Garcia has joined the firm as a Financial Advisor in South Florida. He joins the UBS Miami Wealth Management market, led by Brad Rosenberg, and will be located in the downtown Miami office.

(Photo: Business Wire)

Jose joins advisor team VPHN Wealth Partners at UBS, which is led by UBS Private Wealth Advisors Melissa Van Putten-Henderson and Doris Neyra. The Private Wealth team joined UBS in 2021 from Wells Fargo Private Bank.

“Jose brings a deep understanding of clients’ complex needs and a strong commitment to helping them achieve their financial goals,” said Brad Rosenberg, Greater Miami Market Director at UBS Private Wealth Management. “Jose is a terrific addition to the VPHN Wealth Partners team and our growing UBS business in Miami. I am confident that together, this talented team of professionals will deliver the full breadth of UBS’s global offering to clients throughout Florida and beyond.”

Prior to joining UBS, Jose was a Senior Investment Manager at Wells Fargo Private Bank, where he managed more than $500 million in client assets, building investment portfolios and enduring relationships with high net worth and ultra-high net worth clients to help them pursue their wealth management goals. Previously, he also worked at BNY Mellon, where he gained additional expertise in customized client solutions and wealth management. Jose earned a bachelor’s degree in finance from Florida International University’s Honors College and a Master of Business Administration from the University of Florida.

Jose currently serves on the Executive Committee for Florida International University’s “Young Alumni” program and Christopher Columbus High School’s Alumni Association. He is a past member of LINC Miami, benefiting the United Way of Miami-Dade, and serves as a mentor within several other organizations. Jose resides in Miami with his wife, Melissa, and enjoys traveling, staying active, and spending time with family and friends.

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com