José García has recently joined UBS Wealth Management in Miami as a financial advisor. He will be based in the downtown Miami office and will work alongside the VPHN Wealth Partners advisory team, led by Melissa Van Putten-Henderson and Doris Neyra.
García has a strong background in wealth management, having previously worked as a senior investment manager at Wells Fargo Private Bank, where he oversaw more than $500 million in client assets. He is skilled in developing investment portfolios and establishing relationships with high-net-worth and ultra-high-net-worth clients.
Prior to his role at Wells Fargo, he gained valuable experience in customized client solutions while working at BNY Mellon. García holds a bachelor's degree in Finance from the Honors College at Florida International University and an MBA from the University of Florida. His appointment is expected to bolster UBS's presence in the competitive Miami wealth management market.