Aster Wealth Management-UBS Financial Services Inc

John Vazquez is a Senior Vice President of Wealth Management and Senior Portfolio Manager at UBS Financial Services Inc, where he manages investment assets for clients across the United States. With a career spanning since 1983, he has built his practice primarily in the Washington D.C. area and holds a BA in Economics from the College of William and Mary. A member of the Board of Directors for the Santa Fe Community Foundation, John is recognized for his expertise in wealth management, having received accolades such as Barron's Top 1000 Financial Advisors and Forbes Best in State Wealth Advisors. His approach focuses on understanding client priorities and concerns to help them achieve their financial goals through a comprehensive strategy that encompasses liquidity, longevity, and legacy. Generated from the website

Discover the Santa Fe, NM Branch Office of UBS Financial Services Inc., offering comprehensive wealth management services in the heart of Santa Fe. Explore how this branch office provides tailored financial solutions to help clients achieve their financial goals and secure their financial future. Generated from their website's infomation

Merians Wealth Management Group, part of UBS Financial Services Inc. in Santa Fe, NM, specializes in providing customized financial strategies tailored to meet the unique needs of their clients. Their mission is to foster long-term relationships through a commitment to quality client service, ensuring that clients can focus on their long-term goals while managing their short-term needs. The team is led by Daniel Merians, a Senior Vice President and Wealth Management Financial Advisor with extensive experience in portfolio management and financial planning. Supporting him are Mariana Z. Zuanetti, a Senior Wealth Strategy Associate, and Susan Vrabel, a Senior Registered Client Associate, all dedicated to assisting clients with their financial planning and investment strategies. Generated from the website