Meet our team | The Morris Cruz Group | Los Angeles, CA

Experience Makes all the difference

The right team

The Morris Cruz Group has the experience and resources to help you confidently pursue your goals. We are large enough to have considerable resources but small enough to give our clients a high level of service and attention. We are a tight-knit team that excels at helping our clients make the smartest financial moves.

The right firm

At UBS, we have been building wealth management relationships for generations, working closely with clients to help them realize their goals. We strive to be your ally for the long term, helping to shape your future.

We invite you to learn more about The Morris Cruz Group and see how we can help create the wealth management experience that’s right for you.

Trevor M. Morris

Senior Vice President - Wealth Management
Financial Advisor
213-972-1725

Trevor is the proud leader of The Morris Cruz Group and brings over 30 years of industry experience advising clients to the team. He has been with UBS since 2000. As team leader, Trevor oversees all aspects of the group's investment management process. His investment skills are invaluable to the team, with his extensive experience in equity research and analysis and asset allocation.

Trevor graduated from Stanford University, and earned an M.B.A. from Harvard University. He lives in San Marino and enjoys cars, gardening and spending quality time with family and friends.

Registered States:
AZ, CA, CO, CT, FL, HI, ID, MA, MI, MT, NC, NJ, NV, NY, OH, OR, TN, TX, UT, VA, VT, WA

Robert Carlos Cruz

Financial Advisor
Certified Exit Planning Advisor (CEPA®)
213-972-1654

Robert delivers a comprehensive wealth management experience by focusing on detailed portfolio management, financial and estate planning, exit planning and wealth transfer strategies. He works closely with UBS specialists, tax advisors and estate attorneys to help clients achieve their defined goals and objectives. Robert joined UBS Financial Services in February 2013. Prior to UBS, Robert worked for Wells Fargo Advisors.

After growing up in Sun Valley, Idaho and attending Boise State University, Robert moved to Los Angeles to pursue his passion for wealth management. He received his B.S. in Finance from California State University, Northridge. Robert currently lives in Pasadena with his wife. He can be found spending his spare time volunteering, traveling and maintaining an overall active lifestyle by practicing Krav Maga, snowboarding, hiking and occasionally playing squash.

Registered States:
AZ, CA, CO, CT, FL, GA, HI, ID, MA, ME, MI, MT, NC, ND, NJ, NV, NY, OH, OR, SC, TN, TX, UT, VA, VT, WA, WY

Sylvia Varela-Villalpando

Senior Client Service Associate
213-972-1536

Sylvia has been in the financial services industry for over 20 years. She began her career with Kidder, Peabody & Co. as a sales associate in 1982. She joined Hambrecht & Quist in 1984, where she worked with high net worth individuals and institutions. Sylvia moved to PaineWebber, which is now UBS Financial Services Inc., in 1990. She has been with UBS since then and provides administrative and client service expertise to The Morris Cruz Group.

Sylvia is married and has two boys, Christopher and Alexander.