Jose Garcia has joined UBS Wealth Management in Miami as a Financial Advisor, which is part of the firm's efforts to expand its capabilities in South Florida.
Garcia brings a wealth of experience to his new role, having previously worked as a Senior Investment Manager at Wells Fargo Private Bank and BNY Mellon. He has managed over $500 million in client assets and has expertise in delivering customized client solutions.
Garcia's educational background includes a bachelor's degree in finance from Florida International University’s Honors College and an MBA from the University of Florida.
Garcia is actively involved in his community, serving on the Executive Committee for Florida International University’s “Young Alumni” program and the Alumni Association of Christopher Columbus High School.
UBS is a leading global wealth manager with a strong presence in over 50 markets worldwide. The Miami office, under the leadership of Brad Rosenberg, aims to leverage UBS's global resources while maintaining a strong local focus. UBS is committed to providing personalized advice and tailored solutions to help clients achieve their financial goals. The firm's strategic investments in talent like Garcia reflect the industry trend of attracting top professionals to meet the evolving needs of affluent clients.