Jose is a senior partner, Managing Director, Senior Portfolio Manager, Wealth Advisor and Endowment and Foundation Consultant of the Rivera Colbert Wealth Management Group.  His professional designations are Chartered Life Underwriter® (CLU®), Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Chartered Financial Consultant (ChFC®) and Certified Portfolio Manager (CPM®).  He began his career as a Financial Advisor in 1986. Before moving his team to UBS in 2009 he worked at Morgan Stanley for 23 years. In May 2006, Jose was very proud to be recognized by Registered Rep magazine as one of the top Financial Advisors in the United States. In 2008, Jose was ranked as one of the top 1000 Financial Advisors in the United States by Barrons. In 2019, Jose was recognized by Forbes/SHOOK as a Best-in-State Wealth Advisor in 2019 and 2020..

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, NC, NJ, NY, OH, PA, PR, SC, TN, TX, VA, WI, WY

Warren is a senior partner of the Rivera Colbert Wealth Management Group.  Four-decades of financial services experience, including tenures at PaineWebber, Inc. and Kidder, Peabody & Co.  A wealth Management advisor that provides planning and investment solutions through a consultative and direct portfolio/account management approach. Past positions held include: Commodity Principal and Tax Shelter Manager. Designation: Certified Investment Analyst (CIMA®) achieved at the Warton School. Extensive philanthropic board experience including: The John and Mable Ringling Museum of Art Foundation Trustee, 2018-2021; The Sarasota Art Museum of Ringling College – Museum Advisory Committee member to the board; Lincoln University, PA, Trustee 2000-2013; Advisory Board Member for Lincoln University's Center for Banking Finance and Entrepreneurship; Former Chairman of the Board, Green Chimneys Children's Services and Schools: Received the 2006 Proclamation from the City Council of New York City for Community Service; An avid art enthusiast and collector that enjoys unique travel experience and photography.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, MI, NC, NJ, NY, PA, SC, TN, TX, VA, WI

Adam is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter® (CLU®)  and Chartered Financial Consultant® (ChFC®) with the Rivera Colvert Wealth Management Group. His principal duties include the preparation of long and medium - term financial plans for the Group's high-net worth and ultra-high net worth clients, as well as new relationship development and overall client services. Whether it's funding an education, retiring with peace of mind in today's economy or leaving a lasting legacy for your family. Adam will work with you to create a plan, deliver the resources and solutions that give you the confidence to achieve what's most important to you. He holds his Series 7, 66, 63 and 31 licenses. He is also licensed to offer life, accident and health insurances and variable annuities. Previously he was a Associate in the Fixed Income Sales Division of J. P. Morgan Chase. Adam holds a Bachelor of Science degree in Finance from the Erivan K. Haub School of Business at St. Joseph's University in Philadelphia. A former starting player on the University's Division 1 baseball team, he remains active in alumni affairs.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IN, KS, LA, MA, MD, MI, NC, NJ, NY, OH, PA, PR, SC, TN, TX, VA, WI, WY

Nick is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Life Underwriter® (CLU®) with the Rivera Colbert Wealth Management Group. He joins the team after graduating cum laude with a Bachelor of Science degree in Finance from Lehigh University. Nick was a member of the Alpha Tau Omega fraternity and remains active in alumni affairs. His primary roles are new relationship development as well as providing comprehensive financial plans for families, individuals and businesses. Nick will work with you diligently to make sure you accomplish all of your goals, both financially and personally. His hope is to give you the resources and solutions to achieve that plan. He holds his series 7, 66, and 31 licenses. He is also licensed to offer life, accident and health insurances and variable annuities. Nick was selected by UBS Wealth Management to join their highly competitive Inter-Generational Advisor Program (IGAP). Through this program, Nick developed his skillset in comprehensive wealth planning and investment management. He currently resides in Hoboken, NJ.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IN, KS, LA, MA, MD, MI, NC, NJ, NY, OH, PA, PR, SC, TN, TX, VA, WI, WY

David began his career as a financial professional in 1999. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®) and a Chartered Financial Consultant (ChFC®).  His role in the Rivera Colbert Wealth Management Group is to oversee portfolio management, estate planning for clients and prospects by working with their other trusted advisors to formulate a concise wealth management plan. He is a Magna Cum Laude graduate of Baruch College with a Bachelor of Business Administration in Finance and Investments. He is an active member of the community and supports philanthropic causes.

Registered States:
CA, CT, DC, DE, FL, GA, IA, LA, MA, MD, MI, NC, NJ, NY, PA, PR, SC, TN, TX, VA, WI, WY

Melinda has been a Senior Registered Client Service Associate with UBS Financial Services for over 10 years and has 30 years of financial industry experience. She has a thorough knowledge of  UBS's services and products.  She works with the Rivera Colbert Wealth Management Group to support and grow the assets under management of high-net worth individuals.  She provides excellent client service and attention to detail is evident from her past experiences and ability to effectively resolve client problems.  She works closely with clients with personal care and concierge service to help them achieve their goals.  She is responsible for advertising, event planning, educational seminars and marketing for the team. Melinda  has earned her Series 7, 66, and 31 securities licenses.  She lives in Rutherford, NJ with her husband,  Brian.

Registered States:
AZ, CA, CT, DE, FL, IA, MA, MI, NC, NJ, NY, PA, PR, SC, TN, TX, VA, WI, WY

Lily Martinez is a Senior Client Service Associate and manages all operational matters . She is a dedicated relationship builder and is committed to creating exceptional experiences for each client. Her efficiency and dedication to providing personal and responsive service, while helping to inform and educate clients is key to the Rivera Colbert Wealth Management Group's servicing model. Lily worked at Morgan Stanley for 16 years in various capacities including a Reorganization Support Specialist, Senior Sales Assistant and in her most recent role as Senior Client Services Associate. She has her securities Series 7 license. She resides in Maywood, New Jersey with her husband Joe and two children Jonathan and Kiara.

Registered States:
NJ