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Alex Santos

alex-santos
UBS Financial Services Inc.

Alex Santos

Alex began his career in financial services in 1999 working for Campbell Williams Inc., a boutique advisory firm in Miami, FL. A seasoned professional, he draws upon 17 years of experience helping institutional retirement plans, corporate executives, high net worth investors, and professional athletes by delivering advice and solutions to help them achieve their financial goals. IN 2013, Alex joined BV Group and partnered with Michael Bober and Ed Ventrice to help clients clearly define investment objectives and implement appropriate solutions by remaining informative, accessible, independent and transparent in each interaction. Alex embraces a planning-based approach that begins with the creation and continual monitoring of a financial plan that serves as a road map, which informs every solution be provides. He bases each of his relationships on four pillars of wealth management – lifestyle management, risk management, liability management and asset management. 

Alex graduated Cum Lade from the University of Miami in Coral Gables, FL with a B.B.A in Finance. He is a Certified Financial Planner, professional and has his Florida health, life and variable annuity licenses.

An All-America collegiate athlete both academically and athletically, Alex was inducted into the University of Miami Sports Hall of Fame in 2010 and is the winning pitcher of the 1999 University of Miami College World Series National Championship team. He enjoyed an eight-year professional career with the Tampa Bay Rays and Oakland Athletics within their minor league organizations. Alex lives in West Palm Beach, FL, with his wife, Ana, and their two children Sol Marina and Kieran Leo. Alex serves on the board of Vita Nova and is also a member of Iron Arrow Honor Society, which is the highest attainable honor at the University of Miami.

“The Founder Leo Armbrust is a dear friend of  a friend and introduced me to Renaissance Village which is now known as Vita Nova, with his vision. Once he explained Vita Nova’s mission and how we can help young adults transition into careers and avoid homelessness I know I wanted to help. What keeps me here is the ability to impact young lives and make a difference in society.”

Don't Miss Mallets & Martinis - March 9, 2019 6-11pm

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