Financial Advisor Jose Garcia Joins UBS Wealth Management in Miami
UBS Wealth Management has announced the addition of Jose Garcia as a Financial Advisor in their Miami office. Garcia joins the VPHN Wealth Partners team, led by Private Wealth Advisors Melissa Van Putten-Henderson and Doris Neyra. Previously at Wells Fargo Private Bank, Garcia managed over $500 million in client assets. He brings extensive experience from both Wells Fargo and BNY, specializing in high net worth and ultra-high net worth client services. Garcia holds a finance degree from Florida International University and an MBA from the University of Florida.
UBS Wealth Management ha annunciato l'aggiunta di Jose Garcia come Consulente Finanziario nel loro ufficio di Miami. Garcia si unisce al team di VPHN Wealth Partners, guidato dai Consulenti Patrimoniali Melissa Van Putten-Henderson e Doris Neyra. In precedenza presso Wells Fargo Private Bank, Garcia ha gestito oltre 500 milioni di dollari in attivi dei clienti. Porta con sé una vasta esperienza sia da Wells Fargo che da BNY, specializzandosi nei servizi per clienti ad alto e ultra-alto patrimonio. Garcia ha conseguito una laurea in finanza presso la Florida International University e un MBA presso l'Università della Florida.
UBS Wealth Management ha anunciado la incorporación de Jose Garcia como Asesor Financiero en su oficina de Miami. Garcia se une al equipo de VPHN Wealth Partners, liderado por los Asesores de Patrimonio Privado Melissa Van Putten-Henderson y Doris Neyra. Anteriormente en Wells Fargo Private Bank, Garcia gestionó más de 500 millones de dólares en activos de clientes. Aporta una amplia experiencia tanto de Wells Fargo como de BNY, especializándose en servicios para clientes de alto y ultra alto patrimonio. Garcia tiene una licenciatura en finanzas de la Florida International University y un MBA de la Universidad de Florida.
UBS 자산 관리는 마이애미 사무소에 재무 고문으로 Jose Garcia를 추가한다고 발표했습니다. Garcia는 개인 자산 고문인 Melissa Van Putten-Henderson와 Doris Neyra가 이끄는 VPHN Wealth Partners 팀에 합류합니다. 이전에 Wells Fargo Private Bank에서 Garcia는 5억 달러 이상의 고객 자산을 관리했습니다. 그는 Wells Fargo와 BNY에서의 광범위한 경험을 바탕으로 고액 자산 및 초고액 자산 고객 서비스를 전문으로 하고 있습니다. Garcia는 플로리다 국제대학교에서 재무 학위를 받았고 플로리다 대학교에서 MBA를 취득했습니다.
UBS Wealth Management a annoncé l'ajout de Jose Garcia en tant que Conseiller Financier dans son bureau de Miami. Garcia rejoint l'équipe de VPHN Wealth Partners, dirigée par les Conseillers Patrimoniaux Privés Melissa Van Putten-Henderson et Doris Neyra. Auparavant chez Wells Fargo Private Bank, Garcia a géré plus de 500 millions de dollars d'actifs clients. Il apporte une vaste expérience tant de Wells Fargo que de BNY, se spécialisant dans les services aux clients fortunés et très fortunés. Garcia est titulaire d'un diplôme en finance de la Florida International University et d'un MBA de l'Université de Floride.
UBS Wealth Management hat die Hinzufügung von Jose Garcia als Finanzberater in ihrem Büro in Miami bekannt gegeben. Garcia tritt dem Team von VPHN Wealth Partners bei, das von den Private Wealth Advisors Melissa Van Putten-Henderson und Doris Neyra geleitet wird. Zuvor war er bei Wells Fargo Private Bank tätig, wo er über 500 Millionen Dollar an Kundenvermögen verwaltete. Er bringt umfangreiche Erfahrungen von sowohl Wells Fargo als auch BNY mit, spezialisiert auf Dienstleistungen für wohlhabende und sehr wohlhabende Kunden. Garcia hat einen Finanzabschluss von der Florida International University und einen MBA von der University of Florida.
- Addition of experienced advisor managing $500 million in client assets
- Strategic expansion of wealth management team in key Miami market
- Strengthening of VPHN Wealth Partners team capabilities
- None.
(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
Prior to joining UBS, Jose was a Senior Investment Manager at Wells Fargo Private Bank, where he managed more than
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
Notes to Editors
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Christina Aquilina
Christina.aquilina@ubs.com
Source: UBS
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