Advice Built on experience
Manny Coroalles is the co-founder of the Reilley Coroalles Wealth Management Group. He is a Senior Vice President – Wealth Management, CERTIFIED FINANCIAL PLANNER™ (CFP®), and Senior Portfolio Manager. He has made a name for himself in working with wealthy families and their complex needs, creating customized plans to help meet their goals.
Before joining UBS, Manny worked as an Independent Consultant, an International Private Banker and a Credit Analyst at Barclays Bank PLC. In addition, Manny, has also been an Adjunct Professor at the University of Miami. Manny earned his BBA in Finance and his MBA with a specialization in Finance and International Business, from the University of Miami. Also, he completed the Certified Financial Planning Program at UM and has been a Certified Financial Planner since 2002. Manny resides in Miami, FL with his wife and their son.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
Miami, FL |
May 2002 - Present |
University Of Miami |
Adjunct Professor |
Coral Gables, FL |
September 2003 - December 2003 |
William H. Newton, Esq |
Consultant |
Miami, FL |
September 1999 - December 2001 |
Barclays Bank PLC |
Private Banking Relationship Manager |
Miami, FL |
May 1996 - September 1999 |
Accomplishments
- WEALTH ADVISOR DESIGNATION, UBS FINANCIAL SERVICES INC
- CERTIFIED FINANCIAL PLANNER (CFP®)
Education
- Master of Business Administration from University of Miami - 1996
- Bachelor of Business Administration, Finance, from University of Miami - 1994
Licenses
- Series 66, Uniform Combined State Law
- Life, Health and Variable Annuity Licensed: FL, IL, MI, NC, NY, PA
- Series 7, General Securities Representative
Registered States:
AR, AZ, CA, CO, CT, FL, GA, IL, IN, MA, MI, MT, NC, NJ, NM, NY, OH, OR, PA, PR, SC, TX, UT, VA, VT, WA