I began my career in one of the equity market’s most tumultuous months on record—and over the past 10 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2003 after 10 years at RG Investments and prior tenures at Salomon Smith Barney.
 
With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 7 and 66 (includes 65 and 63), securities licenses as well as licenses for life, accident and health insurance, variable annuities, Long Term Care, and qualified Kingdom Advisor Designation.

I obtained my bachelor's degree in Business Administration with a concentration in Finance from Universidad Interamericana de Puerto Rico. My husband and myself live in Tampa Florida, and have a calling for helping our community.  "Whatever you do, work at it with all your heart"...

• Pacesetter Club 2008

• Universidad Interamericana de PR - BA in Business ADM and Finance

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• Life, Health, Variable Annuity, Variable Life and Long Term Care Insurance for State of Florida and Pueto Rico
• Kingdom Advisor Designation

FL, KS, NC, NJ, PA, PR