Steadiness It comes from experience

At WMB Group we work with high net worth clients who require global solutions to wealth management, such as succession planning, lending, and comprehensive financial planning.

We place our clients' interests first and carefully grow relationships proactively and responsively through mutual trust, shared values and open communication. Equally important is our focus on anticipating changes in our clients' lives, and proactively identifying solutions, based on a comprehensive understanding of the life they envision.

Over the years, our clients have positioned us with their friends, family members and other generations of the family, thereby designating us as their primary wealth advisors as their trusted stewards of their assets and legacy.

Bruno M. Miranda

Managing Director - Wealth Management
305-460-6844

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Bruno began his career in financial services in 1997 at Merrill Lynch and joined UBS in 1999. He has since become a financial advisor for clients in the US and Latin America and has been recognized for the past several years as a member of Pinnacle Council, the highest recognition at UBS for best-performing Financial Advisors. He has been featured in media articles like "On Wall Street Magazine" as "Top 40 Advisors Under 40"in the United States for 2014 and 2016 and Forbes Magazine's List for Best in State Wealth Advisor for 2018, and 2019 an honorable distinction in the industry.

 

Bruno is FINRA-registered and holds Series 3, 7, 63 and 65 securities licenses.

 

Bruno earned his Bachelor's Degree at Florida International University.

 


Registered States:
CA, FL, GA, IL, NY


Leonardo Oliveira

Senior Vice President - Wealth Management
786-394-2896

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Leonardo is a Senior Vice-President – Investments at UBS since 2010. He has over 15 years of experience in the Wealth Management Industry. He started his career in 2000 working at BankBoston Int'l/Bank of America until 2007. Leonardo joined the WMB Group at UBS International in 2010, after three years at Itaú Europa Int'l.

Leonardo is FINRA-registered and holds Series 7 and 66 securities licenses.

Leonardo earned his bachelor's degree in Civil Engineering at Universidade do Estado do Rio de Janeiro - UERJ and also an MBA from University of Miami, FL.  


Registered States:
CA, FL, GA, IL, NY


Bruno P. Mariano

Investment Associate
305-648-4602

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Bruno Mariano joined UBS in 2005 and currently serves as an Investment Associate.

He specializes in portfolio construction and analytics, and uses his technical background to tailor solutions to meet the client's investments needs.

Bruno passed Level I of the CFA Program. He is FINRA-registered and holds the Series 3, 7 and 63 securities licenses.

Bruno graduated Emory University ('04) with a Bachelor's Degree in Economics.


Registered States:
CA, FL, GA, NY


Cecilia Fagundes

305-569-7876

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Cecilia joined UBS in 2007 and currently serves as a Team Administrator. Her skills have been recognized both locally and nationally. Cecilia was chosen to serve as a coach to peers in the office and to represent the International Branches in the firm's Client Service Advisory Council. The Council of ten is chosen from over 4,000 CSAs and is a forum to promote best practices in client service and seek solutions to our clients' needs.

She began her career as an intern in BankBoston São Paulo in 1998. When she moved to Miami in 2005, Cecilia joined BankBoston Int'l, assisting two private bankers in providing service to Brazilian clients.

 

Cecilia is FINRA-registered and holds Series 3, 7, 9, 10 and 66 securities licenses.

 

Cecilia's bachelor degree in economics is from Fundação Armando Alvares Penteado - FAAP in São Paulo, Brazil.

 


Registered States:
CA, FL, GA, NY


Raphael Augusto Freitas

Wealth Strategy Associate
786-394-2895

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Raphael began his career in 2005 after earning his bachelor degree in civil engineering from Universidade Mackenzie in Sao Paulo.

After 8 years managing sales and marketing strategies of large scale real estate projects in Sao Paulo and Rio de Janeiro he moved to Boston.

Prior to joining UBS in 2016, Raphael gained experience in the financial services industry working for Bank of America and Merrill Lynch.

Raphael is Finra-registered and holds the Series 7 and 66 securities licenses.

His MBA is from Fundacao Getulio Vargas and his Master of Science in Finance is from Northeastern University.


Registered States:
CA, FL, GA, NY


Jessica Costa

Client Service Associate
786-394-2828

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The newest member to The WMB Group earned her Business Management Bachelor's Degree from Universidade Federal do Mato Grosso do Sul (UFMS) in 2010 and started her career in the Financial Industry working with retail banking at Banco do Brasil S.A. in 2008 while still finishing her Bachelor's Degree.

In 2011, Jessica Costa moved to New York where she worked as Credit Analyst for Institutional Clients for Banco Bradesco S.A. and as Operations Analyst for Banco Votorantim Securities S.A.

She speaks fluent Portuguese and English and has a Business Finance Fundamentals Certificate from New York University (NYU, 2014).

Jessica Costa is Finra-registered and holds the Series 7 and 66 securities licenses.


Registered States:
CA, FL, GA, NY