Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Franco J. Estrada, CFA®

Managing Director - Wealth Management
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787-250-3659

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Franco has been part of the UBS team since 2002, where he has worked as a Financial Advisor overseeing client relationships. He has significant experience working with ultra-high net worth families in the U.S. and abroad and developing financial solutions for complex situations. He is also responsible for identifying and evaluating specific investment opportunities in public and private equity, global fixed income markets, alternative investments, commodities and cash management combined with liability management.

Franco obtained a Bachelor of Science degree in Entrepreneurship and Finance from Babson College. He holds the prestigious designations of Chartered Financial Analyst, UBS Wealth Advisor, and Certified Investment Management Analyst from the University of Pennsylvania’s Wharton School of Finance. He is a member of the CFA Institute, the Boston Security Analysts Society and the Investment Management Consultants Association.

In 2012, 2013, 2014, 2015 and 2016 Franco was named to UBS’s exclusive Top 35 under 35 Program. This program serves as a UBS internal recognition based on age, production statistics, and compliance history. The award is designed to promote financial advisor best practices at UBS Wealth Management Americas and formally recognize each advisor’s demonstrated outstanding success in client service. Franco has been a member of the UBS Recognition Council since 2006 and he is currently a member of The Chairman's Club. In 2015, Franco founded FEV Financial Group; a Private Wealth Management Group inside UBS to cover ultra-high net worth clients In the United States and Latin America.

Franco lives in San Juan, Puerto Rico with his wife, Cristina, and daughters, Andrea and Valentina. He devotes his free time to local non-profit organizations mostly serving as an Advisor and Board Member, including Puerto Rico's Fine Arts Museum, PR Dermatology Foundation, Casa Nueva Vida, The Hispanic American Chamber of Commerce and the Americas Society.


Registered States:
AL, CA, CT, FL, GA, MA, MI, NC, NJ, NY, PR, SC, TX, VI


Sofia P. "Sofi" Febres

Team Administrator
Team Administrator / Head of Operations
787-250-2390

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Sofia joined UBS in 2009 as a Registered Client Service Associate after four years of International Wealth Management at Citibank.

Sofia oversees all client service and operational efforts for the team. She manages trade executions in equities and fixed income, exchange-traded funds, mutual funds and structured products. Sofia is also in charge of the team's syndicate business and provides day to day support with online account access, statement questions, check issuing, wires and electronic funds transfers.

Sofia is graduated from the University of Puerto Rico (UPR) with a Bachelor Degree in Foreign Languages and has an MBA in Finance from the Interamerican University of Puerto Rico. She is FINRA licensed with Series 7 and 66.

Sofia was part of the Track and Field Team during her college years. She lives in San Juan, Puerto Rico with her son Andres. They both practice Martial Arts competively.


Registered States:
AL, CA, CT, FL, GA, MA, MI, NC, NJ, NY, PR, SC, TX, VI


Artur Jotic

Senior Wealth Strategy Associate
Wealth Management Analyst
787-773-3830

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Artur joined the team in May 2016 after having been part of the two-year rotational Graduate Training Program offered by UBS Wealth Management Americas in New York. The rotational program allowed him to rotate through six different groups under the Wealth Management Americas division. Prior to joining UBS in 2014, he received a  BS in Finance and Marketing from Georgetown University. As a Wealth Management Analyst, he is responsible for supporting the team in anything investment related. He holds the Series 7 and 66 securities licenses and is a candidate for the level 2 CFA exam.


Registered States:
AL, CA, CT, FL, GA, MA, MI, NC, NJ, NY, PR, SC, TX, VI


Norjinette "Norji" Acevedo

Client Service Associate
787-775-4359

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Norjinette has been in the financial industry since the year 2000. It was then that she began her career as a Client Service Assistant. She started working for UBS in 2007 and joined our group in 2015. She brought her excellence client service experience by providing premier client service capabilities in areas including: account opening and mainteinance, lending products, card services and money transfers. She assists clients understand mail and e-mail communications, enroll in Online Account Services and place Travel watches in their debit and credit cards. Her calm and joyful personality has greatly complemented effectively with other team members.