Next-Gen + Best-in-State · rank 11 · Coral Gables, Florida · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "8/22/2014"” — sec_finra_regulatory
- “Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.” — firm_official
- Parent company — UBS Group AG (high)
- “Backed by the strength of our parent company, UBS AG” — firm_official
- Firm type — wirehouse (high)
- “As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as” — firm_official
- “"firmId": 8174, "firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "7163", "iaSECNumberType": "801", "bdSECNumber": "16267"” — sec_finra_regulatory
- Team name — The Americas Team (high)
- “The Americas Team is a boutique team, working solely with select ultra-high net worth families, offering a specific focus on the distinctive needs of entrepreneurs, multigenerational families and family offices.” — firm_official
- Team size — 10 (medium)
- “<img class="pt-0 teammember-img" src=" mediahandler/media/370405/jorge_289x273.png"” — firm_official
- CRD — 5939735 (high)
- “"basicInformation": {"individualId": 5939735, "firstName": "WILLIAM", "middleName": "ANDRES", "lastName": "GOMEZ-MOLLER"” — sec_finra_regulatory
- Years experience — 13 (high)
- “"daysInIndustryCalculatedDate": "9/20/2012"” — sec_finra_regulatory
- Designations — — (high)
- “Series 7, 56 and 66 securities licenses” — firm_official
- “B.S., psychology and business, Northwestern University” — firm_official
Book of business
- Team AUM ($M) — 4200 (high)
- “"Asset Date":"6/30/2025","Minimum account size for new business":"$50M","Team Assets (Custodied)":"$4.2B"” — forbes_shook
- “Team Assets (Custodied): $4B” — forbes_shook
- Account minimum ($M) — 50 (high)
- “"Minimum account size for new business":"$50M"” — forbes_shook
- Typical client net worth ($M) — 100 (high)
- “"Typical Net Worth of Relationships":"$100M-1.5B"” — forbes_shook
- Client niche — ultra-high net worth entrepreneurs, multigenerational families and family offices (high)
- “The Americas Team is a boutique team, working solely with select ultra-high net worth families, offering a specific focus on the distinctive needs of entrepreneurs, multigenerational families and family offices.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as” — firm_official
- “"currentIAEmployments": [{"firmId": 8174, "firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "Y", "registrationBeginDate": "2/13/2015"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/theamericasteam/ (high)
- “The Americas Team - Coral Gables, FL | UBS” — firm_official
- Value proposition (verbatim) — Reliable experience. Trusted relationships. The Americas Team is a boutique team, working solely with select ultra-high net worth families, offering a specific focus on the distinctive needs of entrepreneurs, multigenerational families and family offices. (high)
- “Reliable experience. Trusted relationships.” — firm_official
- “The Americas Team is a boutique team, working solely with select ultra-high net worth families, offering a specific focus on the distinctive needs of entrepreneurs, multigenerational families and family offices.” — firm_official
- Differentiators — Boutique team working solely with select ultra-high net worth families, More than 30 years of team experience, Boutique service combined with the global resources of UBS, Post-liquidity investment strategies and wealth transition planning, Integration with UBS Global Family Office and Family Advisory groups (high)
- “Our seasoned team, with more than 30 years of experience, will create a comprehensive plan that includes your post-liquidity investment strategies and wealth transition goals. Backed by the extensive resources of UBS, we” — firm_official
- “We bring together the boutique services of a dedicated team with the global resources of one of the world's largest wealth management firms.” — firm_official
- Content marketing — none (medium)
- “Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a co” — firm_official
- Has podcast — no (medium)
- “Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice.” — firm_official
- Books published — 0 (medium)
- “William joined UBS in 2014 after working for three years in the hedge fund industry. Earlier in his career, William worked as an options trader and an investor relations/marketing professional for PEAK6.” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — none (low)
- “<img src="mediahandler/media/linkedin_svg/linkedIn.svg"” — firm_official
- Press awards — Financial Planning Top 40 Financial Advisors Under 40, 2024, 2025, UBS Wealth Management Pinnacle Council, 2024 (high)
- “Financial Planning Top 40 Financial Advisors Under 40, 2024, 2025” — firm_official
- “UBS Wealth Management Pinnacle Council, 2024” — firm_official
Visual brand
- Has distinct logo — no (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Logo url — https://advisors.ubs.com/theamericasteam/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Visual brand notes — Standard UBS corporate template: red three-keys mark, white ground, light-grey sans body type. Imagery is stock lifestyle — multigenerational family on a beach, new office exterior; square headshots per team member. (high)
- “<img alt="Generational Family on Beach" data-src="mediahandler/dynamicmedia/486788/UBS202004220011_beach family_2360x1000.jpg" src=""” — firm_official
