UBS Wealth Management has announced that José García has joined the firm as a financial advisor in South Florida.
He joins the UBS Miami Wealth Management market, led by Brad Rosenberg, and will be based in the downtown Miami office. García will be part of the VPHN Wealth Partners advisory team at UBS, headed by UBS private wealth managers Melissa Van Putten-Henderson and Doris Neyra. The Private Wealth team joined UBS in 2021 from Wells Fargo.
“José brings a deep understanding of clients’ complex needs and a strong commitment to helping them achieve their financial goals,” said Brad Rosenberg, Market Director of UBS Private Wealth Management for Greater Miami.
Before joining UBS, García served as a senior investment manager at Wells Fargo Private Bank, managing over $500 million in client assets. He developed investment portfolios and fostered long-lasting relationships with high-net-worth and ultra-high-net-worth clients to help them meet their wealth management objectives.
Previously, he also worked at BNY Mellon, where he “gained additional experience in customized client solutions and wealth management,” the text notes.
García holds a bachelor’s degree in Finance from the Honors College at Florida International University and an MBA from the University of Florida.
