The Vazquez Monasterio Wealth Management group distinguishes itself with long-term experience in building and monitoring investment portfolios. John Vazquez has been managing client assets since 1983. His experience gives him the perspective that clients appreciate when it comes to understanding the risks and opportunities of investing. Attention to personal service and regular communication is a top priority.
In addition, through our affiliation with other financial and legal professionals, we can assist clients with finding help in areas such as estate and financial planning*, insurance, and lending.
*Financial planning services are provided in our capacity as registered investment advisors.
John J. Vazquez
John is a Senior Vice-President - Wealth Management, and Senior Portfolio Manager for the UBS Financial Services, Inc. Portfolio Management Program, managing investment assets for clients across the United States. John has been a financial advisor and portfolio manager since 1983, building his practice mostly in the Washington, DC area. He graduated from the College of William and Mary in 1981 with a BA in Economics. John is a member of the Board of Directors of the Santa Fe Community Foundation, and an avid skier and supporter of the arts of New Mexico.
AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, SC, SD, TX, UT, VA, WA
Manuel J. Monasterio, CPWA®, AAMS®
Manuel is the Branch Manager of the Santa Fe office but his primary focus is delivering Wealth Management services to the clients of the team. He earned the CPWA® designation, delivered by Investment Management Consultants Association® (IMCA®), which required successful completion of coursework in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business and passing a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning and estate planning. The CPWA® is the only advanced designation designed for financial advisors and consultants who work with high net worth clients on the life cycle of wealth. Before joining UBS in 2008 Manuel was a Financial Advisor/Branch Manager at Wachovia Securities and A.G. Edwards and prior to that he ran his own business and worked in international management. He is a graduate of Duke University and he serves on the Board of the Santa Fe Community Foundation and the New Mexico School for the Arts (NMSA). Manuel was born in Bilbao, Spain and he and his wife Rebecca have two children.
AR, AZ, CA, CO, CT, DC, FL, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, SC, SD, TX, UT, VA, WA
Senior Wealth Strategy Associate
Chartered Retirement Planning Counselor (CRPC®)
Melanie Cole is a Senior Wealth Strategy Associate and she provides financial and estate planning services to our clients. She has 30 years of securities industry experience including 11 years at Pacific Crest Securities in Portland, Oregon as Vice President of Operations and Administration. Her experience includes running operations/administration risk management and building out trading platforms for boutique investment banks. Melanie is a Chartered Retirement Planning Counselor® and is Series 7, 63, 66 and 24 licensed. She enjoys the arts, especially opera, and volunteering in the community.
AK, AL, AZ, CA, CO, CT, DC, FL, GA, ID, IN, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OR, SC, SD, TX, UT, VA, WA
Senior Registered Client Service Associate
Mary, a Senior Registered Client Service Associate, has been employed with UBS for the past five years and has worked in the financial services industry for the past seventeen years. Mary is the primary contact for our clients' customer service needs, and feels that our clients are our most valuable asset and should always be treated well. Mary currently holds the series 7, 24, and 63 licenses. Mary has been married to her husband Bryan for 15 years and has a ten year old daughter Marisa. When not at work, Mary enjoys many outdoor activities and spending time with her family.
FL, MD, NM, VA
Client Service Associate
Loretta is a client service associate with the Vazquez Portfolio Group and has been employed with UBS since 2011. Prior to joining the Vazquez Team, Loretta worked for a mutual fund company for 13 years. Loretta is originally from New York City and has lived in Santa Fe almost 20 years. She realizes clients have a choice when choosing a Financial Advisor and believes in providing an excellent customer service experience.