Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Alex Molina

Financial Advisor
Corporate Stock Benefit Consultant
Wealth Advisor
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Alex began his career in one of the equity market’s most tumultuous times and since March of 2000 he has helped clients manage their wealth throughout good times and bad. He joined UBS in 2013 after 8 years at Merrill Lynch and prior tenures at Morgan Stanley and Spencer Clarke. With the group's individual clientele, we emphasize asset allocation and total portfolio management with a focus on financial planning; we also help them with education funding, structures for charitable giving and estate planning. For our corporate clientele, we focus on managing risks within 401k plans, cash management, and when necessary, introductions to the investment bank at UBS. Alex is FINRA-registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities. 

He lives in Armonk New York, with his wife Erica and three children Aaron, Arielle and Amelia. He sits on the board of Team Continuum, a charity that provides immediate and vital non-medical assistance to cancer patients. He has run the NYC Marathon and other endurance events in order to help raise money and awareness for the charity.


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