ADVISOR BIO

Beatriz Gonzalez is a financial advisor at UBS Financial Services Inc., a firm with more than $50 billion in assets under management. Beatriz has been in the financial services industry since 2009 and holds Series 7, Series 63, and Series 99TO licenses. Beatriz has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Beatriz Eugenia Soler-balsinde is a registered representative of Morgan Stanley and has been in the financial industry for over 19 years. Beatriz holds licenses for securities and investment advisory services in Florida, Texas and several other states. Beatriz has experience in providing financial advice to individuals, corporations, and institutions. Beatriz has previously worked for UBS International Inc., Dresdner Lateinamerika Financial Advisors LLC, EFG Capital International and Wells Fargo Clearing Services.

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ADVISOR BIO

Benjamin Maximilian Maier is a registered investment advisor representative with UBS Financial Services Inc. Benjamin has been in the industry since March 25, 2020, and has held registrations in Florida. Benjamin holds Series 66, Series 9, Series 10, Series 7TO, and SIE licenses. Benjamin has experience working with clients in Coral Gables, Florida and Zurich, Switzerland. Benjamin has previously worked at UBS Switzerland AG and Bank J. Safra Sarasin AG.

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ADVISOR BIO

Bernardo Antonio Romero is a financial professional with over 30 years of experience in the financial services industry. Bernardo has a diverse background, having worked at a variety of firms, including Shay Financial Services, Inc. and Trustmont Financial Group, Inc. Bernardo is currently a registered representative with Gill Capital Partners, LLC. Bernardo is a Series 3, 6, 7, 24, and 63 licensed professional.

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ADVISOR BIO

Bor Alexander Van der weerden is a financial advisor with UBS Financial Services Inc. based in Coral Gables, FL. Bor is registered to provide investment advisory services in Delaware, Florida, New York and Texas, and has been in the financial industry since 2006. Bor has a strong background in the financial services industry with previous experience at UBS International Inc. Bor's focus is on providing investment advisory services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans and insurance companies.

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ADVISOR BIO

Bradley Gerard Sonnier is a financial professional with over 2 years of experience in the financial services industry. He is a Registered Representative of Trinity Wealth Securities, LLC and holds a Series 7TO, Series 65, and SIE. Bradley works at Florida Financial Advisors, LLC, which is an independent registered investment advisor (RIA) located in Coral Gables, Florida. The firm has over 1370 clients and over $199 million in assets under management. Florida Financial Advisors, LLC specializes in providing financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Bradly Maxwell Diaz is an investment advisor representative with Morgan Stanley. Bradly has been in the industry since January 4, 2011. Bradly is licensed in 30 states, including Florida and Texas. Bradly has a Series 7, Series 63, and Series 65 license. Bradly previously worked at VFINANCE INVESTMENTS, INC. Bradly specializes in providing financial planning, portfolio management, and pension consulting services. Bradly's firm, Morgan Stanley, is a large financial institution with billions of dollars in assets under management.

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ADVISOR BIO

Brandon Diaz is a financial advisor with Entelevest, LLC, based in Coral Gables, Florida. Brandon Diaz is registered to provide investment advice in Florida. Brandon Diaz has been in the industry since September 2021. Brandon Diaz specializes in retirement planning, asset allocation, and investment strategies. Brandon Diaz also offers insurance consulting services.

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ADVISOR BIO

Brenda Berisso is a financial advisor with Morgan Stanley, a firm with a large number of advisors and assets under management. Brenda has been in the financial services industry since 2009 and has been registered with Morgan Stanley since 2015. Brenda has experience working at Ameriprise Financial Services, Inc. and Citigroup Global Markets Inc. in the past. Brenda is licensed in 47 states and holds several licenses and certifications. Brenda is affiliated with the Coral Gables office of Morgan Stanley and has been involved in asset allocation advice, financial planning, pension consulting, and portfolio management. Brenda is committed to providing clients with personalized financial advice and services to help them achieve their goals.

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ADVISOR BIO

Brenda Oconnor is a financial advisor with UBS Financial Services Inc. Brenda has over 14 years of experience in the financial services industry. She has a Series 7, Series 37, Series 66, and SIE license. Brenda is registered to provide investment advice in 28 states and the District of Columbia. Brenda specializes in providing financial advice to high-net-worth individuals, businesses, and institutional clients.

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