Lake Oswego, OR Branch Office - UBS Financial Services Inc.

Global insight. Opportunities worldwide.

Financial consultant in Lake Oswego, OR (show on map)

2.5

★★★☆☆

2 reviews

UBS Florida International Market provides wealth management, investment advisory, and brokerage services to international and domestic clients across South Florida and Uruguay.

Call (503) 620-4208

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About

UBS Florida International Market is a division of UBS Financial Services Inc. that delivers comprehensive wealth management and financial services to clients in the Florida International Market and offshore in Montevideo, Uruguay. Services include investment advisory, brokerage, private banking, and market management across South Florida and Latin America.

The team is led by experienced professionals with backgrounds in global banking, private wealth, and capital markets. The Coral Gables branch is relocating to 4225 Ponce de Leon Boulevard in May 2026.

Global insight with local expertise

Over 100 years of combined team experience in international finance

SEC-registered investment adviser and broker-dealer

Offshore branch in Montevideo, Uruguay

Sustainable and wellness-focused office redesign

Services

Wealth Management

Comprehensive wealth management advisory services for high-net-worth individuals and families, including investment strategy, portfolio management, and financial planning.

Investment advisory Portfolio management Financial planning Private banking

Investment Advisory

SEC-registered investment advisory services providing tailored investment recommendations and portfolio management.

SEC-registered advisory Custom portfolios Risk assessment Ongoing monitoring

Brokerage Services

SEC-registered broker-dealer services enabling clients to trade securities, manage accounts, and access global markets.

SEC-registered broker-dealer Global market access Trade execution Account management

Private Banking

Exclusive private banking services for high-net-worth clients, including personalized banking, lending, and wealth structuring.

Personalized banking Wealth structuring Lending solutions Global access

Market Management

Leadership and oversight of the Florida International Market operations, including team management and client relationship strategy.

Market strategy Team leadership Client relations Business development

Credentials & Certifications

SEC Registered Investment Adviser

SEC Registered Broker-Dealer

FINRA BrokerCheck

Reviews

Rating

2.5

★★★☆☆

Reviews

"They have been helpful and professional."

Frequently Asked Questions

What services does UBS Florida International Market offer? +

UBS Florida International Market offers wealth management, investment advisory, brokerage services, private banking, and market management for clients in South Florida and internationally.

Where are the UBS Florida International Market offices located? +

The Coral Gables branch is at 4225 Ponce de Leon Boulevard, Coral Gables, FL 33134, and the Miami office is at 100 SE 2nd Street, Suite 2500, Miami, FL 33131. There is also an offshore branch in Montevideo, Uruguay.

Is UBS a registered investment adviser and broker-dealer? +

Yes. UBS Financial Services Inc. offers investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer.

When will the Coral Gables branch relocate? +

The Coral Gables branch will relocate to 4225 Ponce de Leon Boulevard beginning in May 2026.

Who is the Market Director of the Coral Gables branch? +

Jesus Valencia is the Market Director of the Coral Gables branch. He has over 28 years of experience in international wealth management and joined UBS in March 2021.

Does UBS Florida International Market serve clients outside the United States? +

Yes. The market serves international clients and manages an offshore branch in Montevideo, Uruguay, with team members experienced in Latin America and global wealth management.

What licenses does Ramon Prats hold? +

Ramon Prats holds the Series 7, 55, 9, 10, and 66 licenses.

How can I contact UBS Florida International Market? +

You can contact the Coral Gables branch at (305) 460-8193 or the Miami office at (305) 338-2433. Email contacts are available for Jesus Valencia, Nicolas Bergengruen, Alejandro Plevak, Claudia Koenig, Ramon Prats, and Clara Alicea.