Meet Maria
Maria del Mar Ortiz, or Maria, has been a leader in the financial services industry of Puerto Rico. She began her career as the assistant to Treasurer at BBVA before shifting her focus to the private client side of the industry. As an Advisor for UBS Financial Services, she provided exemplary service to some of the most high-profile investors in the Caribbean.
As always, Maria was never comfortable with basic service and recognized a shift in the needs of the sophisticated investor. She was an original pioneer of a new breed of advisor focusing her practice to help mainland investors understand and take advantage of unprecedented tax-saving opportunities afforded to new Puerto Rican residents.