BBVA Global Wealth Advisors, Inc.

Jorge Ascencio is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Compass Group Investments Solutions, LLC, CG Compass (USA) LLC, Compass Group LLC, BBH & Co. Inc., and International Fund Services (NA) LLC. Outside of his advisory work, he owns Ascencio Ventures LLC, which provides freelance consulting on regulatory compliance matters. BBVA Global Wealth Advisors, Inc. offers investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and family offices. The firm employs a combination of strategic and tactical asset allocation informed by proprietary and affiliated research, providing both discretionary and non-discretionary management options tailored to client agreements.

Marcela Goldenberg is a financial advisor at BBVA Global Wealth Advisors, Inc. with seven years of industry experience. She holds a Series 65 designation and previously worked at Banco Itau International, Itau International Securities, and Ascendo. BBVA Global Wealth Advisors, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and family offices. The firm’s investment approach combines strategic and tactical asset allocation guided by BBVA’s Global Wealth Investment Committee and proprietary research, offering both discretionary and non-discretionary management styles tailored to client agreements.

Michael Ricciardi is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Vector Global WMG, CITIGROUP, and Banco Nacional de México. Outside of his advisory role, he serves as director of Phat Ducky Enterprises LLC, a property remodeling and flipping business. BBVA Global Wealth Advisors, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and family offices. The firm employs a strategic and tactical asset allocation approach supported by proprietary and affiliated research, offering both discretionary and non-discretionary portfolio management.

Jessica Rodriguez is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC, PNC Investments LLC, and Insigneo Advisory Services LLC. BBVA Global Wealth Advisors serves individuals, high-net-worth clients, businesses, and family offices, providing investment advisory and portfolio management services through a team-based approach. The firm’s investment process incorporates both strategic and tactical asset allocation supported by proprietary and affiliated research, offering both discretionary and non-discretionary management styles tailored to client agreements.

Ceciel Edgar is a financial advisor with BBVA Global Wealth Advisors, Inc. in Houston, TX, holding a Series 65 designation and one year of industry experience. Prior to joining BBVA Global Wealth Advisors, she worked at BBVA Mexico from 2015 to 2024. Outside of advisory services, she is involved with BBVA Global Wealth Insurance, Inc. as an insurance agent and receives referral fees for client introductions. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices with investment advisory and portfolio management services. The firm’s investment process integrates strategic and tactical asset allocation, leveraging research from affiliated entities and offering both discretionary and non-discretionary management styles.

Rodrigo Morales Aramburu is a CFA® charterholder with one year of experience at BBVA Global Wealth Advisors, Inc. He previously worked at Banco BBVA Peru, BBVA Asset Management SAF, and Profuturo AFP. BBVA Global Wealth Advisors, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and family offices. The firm’s investment process integrates strategic and tactical asset allocation guided by BBVA’s Global Wealth Investment Committee and leverages proprietary and affiliated research, offering both discretionary and non-discretionary management options.

Victor Pina Pinero is a Series 65-licensed financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, bringing two years of industry experience. His prior roles include positions at BBVA Mexico and BBVA USA Rep Office. BBVA Global Wealth Advisors, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and family offices. The firm combines strategic and tactical asset allocation supported by proprietary and affiliated research, offering both discretionary and non-discretionary management styles tailored to client agreements.

Maria Mantilla Gomez is a financial advisor at BBVA Global Wealth Advisors, Inc. She holds a Series 65 credential and has one year of industry experience. Her prior roles include positions at BBVA Asset Management, Credicorp Capital, and BBVA Valores. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices with investment advisory and portfolio management services. The firm’s investment process integrates strategic and tactical asset allocation supported by proprietary and affiliated research, offering both discretionary and non-discretionary management styles tailored to client agreements.

Jorge Rivas Padilla is a CFA® charterholder and Series 63 licensed financial advisor with five years of industry experience. He is currently with BBVA Global Wealth Advisors, Inc., where he has worked since 2023. His prior experience includes roles at PNC Investments and various BBVA entities in the U.S. and Mexico, spanning from 2012 to 2023. BBVA Global Wealth Advisors, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and family offices. The firm utilizes a combination of strategic and tactical asset allocation guided by BBVA’s global investment committees and proprietary research, offering both discretionary and non-discretionary management with an internationally oriented investment approach.

Gustavo Rodriguez is a financial advisor at BBVA Global Wealth Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Compass Group Investment Solutions LLC, EFG Capital International Corp, and J.P. Morgan Securities. He is based in Miami, FL. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices by providing investment advisory and portfolio management services. The firm combines strategic and tactical asset allocation supported by proprietary and affiliated research, offering both discretionary and non-discretionary management styles tailored to client agreements.

Roberta Fernandes is a financial advisor at BBVA Global Wealth Advisors, Inc. with nine years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, BTG Pactual Asset Management US LLC, and Santander Securities LLC. BBVA Global Wealth Advisors, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and family offices. The firm employs a strategic and tactical asset allocation process supported by proprietary and affiliated research, offering both discretionary and non-discretionary management styles tailored to client agreements.

Matteo Hernandez Sada is a financial advisor at BBVA Global Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citigroup and BBVA Securities Inc. Outside of his advisory role, he is involved in a media and photography business, Team Matteo LLC, based in Houston, TX. BBVA Global Wealth Advisors, Inc. offers investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and family offices. The firm combines strategic and tactical asset allocation guided by BBVA’s global investment committees and proprietary research, providing both discretionary and non-discretionary management tailored to client agreements.

Karla Solorzano Valencia is a financial advisor at BBVA Global Wealth Advisors, Inc. She holds a Series 65 designation and has one year of industry experience. Her prior roles include positions at BTG Pactual US Capital LLC, ClaimPay, Stone X Financial, and Santander Bank. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices by providing investment advisory and portfolio management services. The firm employs a combination of strategic and tactical asset allocation supported by proprietary and affiliated research, offering both discretionary and non-discretionary management styles tailored to client agreements.

Luis Guerrero is a financial advisor at BBVA Global Wealth Advisors, Inc. with experience at several financial institutions including Banorte Securities and PNC Bank. He holds a Series 65 designation and is based in Houston, TX. In addition to his advisory role, he refers clients to BBVA Global Wealth Insurance, Inc., where he receives referral fees. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices, offering tailored portfolio construction and discretionary and non-discretionary management. The firm utilizes a combination of strategic and tactical asset allocation guided by BBVA’s global investment resources and provides access to a broad range of investment products, including non-U.S. offerings.

Augusto Tricotti is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 credential with one year of industry experience. Prior to joining BBVA Global Wealth Advisors, he worked at BBVA Uruguay and BBVA Germany. He is also an agent with BBVA Global Wealth Insurance Agency, Inc., where he assists clients with life insurance options. BBVA Global Wealth Advisors, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and family offices. The firm offers tailored portfolio construction and discretionary and non-discretionary management, leveraging proprietary and affiliated research with an internationally oriented investment approach.