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Andrea Santos-Morales

Head of Wealth Planning Americas International

Specialism: Private Bankers & Investment Managers

Company: UBS Wealth Management

Location: New York, USA

Citywealth rating

4.6
Average: 4.6 (5 votes)
Fee Level:
4.6
Average: 4.6 (5 votes)
Quality of Advice
4.6
Average: 4.6 (5 votes)
Communications Skills
4.6
Average: 4.6 (5 votes)
Interpersonal Skills
4.6
Average: 4.6 (5 votes)
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Co-worker review:

Ms. Santos Morales is very knowledgeable in her field and has excellent presentation skills to clients. Her methodology is to address what's best for the client based upon client needs and expectations.

Mario Antonio Rosas    UBS Financial Services Inc.   
13 Jun 2019

Co-worker review:

Andrea is a very capable knowledgeable trust officer and a pleasure to work with.

10 Jun 2019

Co-worker review:

Very proficient, professional and just to the point

07 Jun 2019

Co-worker review:

Andrea is very experienced in her field with a wealth of knowledge. She is a consummate professional and a pleasure to work with.

07 Jun 2019

Co-worker review:

Awesome asset for our clients. She is very hard working; intelligent and passionate. Everyone likes her.

David Dodd    UBS   
07 Jun 2019

Co-worker review:

Andrea is very knowledgeable and is a pleasure to work with. Advisors and clients immediately feel comfortable with her and realize the incredible value-added service she brings to the relationship.

07 Jun 2019

Co-worker review:

Very professional and knowledgeable with a great attitude and excellent client skills.

Carlota Machado    UBS Financial Services   
06 Jun 2019

Co-worker review:

Excellent and professional!

05 Jun 2019

Co-worker review:

Andrea cares deeply for clients and is extremely knowledgeable. She navigates between sensitive family dynamics, international Law and the policies of large institutions. It is an honour to work with her and a pleasure to have her advise our clients.

Stephen Sullivan    UBS   
05 Jun 2019

Co-worker review:

Andrea is a client-centric advisor with deep cross-border planning expertise. Andrea is a also a true leader.

John Amore    UBS   
04 Jun 2019

Co-worker review:

Andrea is so clear and knowledgeable. It is really an advantage to be able to introduce her to my clients and let her explain the different options available.

Leticia Goenaga    UBS   
04 Jun 2019

Co-worker review:

An amazing person who is quite knowledgeable in her field, always willing to lend a hand.

Karla Orduna    UBS   
04 Jun 2019

Co-worker review:

Andrea has always been a leader in her field.

Rey Castro Jr    UBS   
04 Jun 2019

Co-worker review:

I've been working with Andrea for 6 years and she is always very clear in her communications. She listens and understands clients and always gives great advice. It's a pleasure to work with Andrea.

ABELARDO SANCHEZ    UBS AG   
04 Jun 2019

Co-worker review:

A great asset and a pleasure to work with.

04 Jun 2019

Co-worker review:

Highly recommend Andrea! She is extremely insightful with clients, honing in on specific topics which might address their complex succession needs. She is calm and confident with clients, prospective clients and her colleagues.

Lisa Markowitz    UBS AG   
04 Jun 2019

Co-worker review:

I have been on a couple of assignments with Andrea and she eloquently speaks about her product, is approachable, a pleasure to deal with and a true professional in all aspects.

04 Jun 2019

Co-worker review:

She is extremely knowledgable in her field and has been a great help in deepening client relationships. I am fortunate to be able to work with her.

04 Jun 2019

Co-worker review:

Top quality work and extremely client centric.

03 Jun 2019

Co-worker review:

Andrea has excellent communication skills and exceptional knowledge covering a diverse quantity of concerns facing our international client space. She brings solid advice to our clients and prospects.

Mario Antonio Rosas    UBS Financial Services Inc   
03 Jun 2019

Co-worker review:

She is receptive, knowledgeable and brings value to our clients.

Rose Mary Cosio    UBS   
03 Jun 2019

Co-worker review:

She is amazing!!!

Luis Graham    UBS   
03 Jun 2019

Peer review:

Very knowledgeable and experienced in her field. A pleasure to work with.

14 Mar 2019

Private client review:

Excellent in her field

08 Mar 2019

Peer review:

Andrea is a consumate professional, and it's always a pleasure working with her.

08 Mar 2019

Peer review:

Citywealth recommended

05 Mar 2019

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

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2019 

Andrea Santos-Morales currently has no Citywealth award

Andrea Santos-Morales currently has not indicated their average client size

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Co-worker review:

Ms. Santos Morales is very knowledgeable in her field and has excellent presentation skills to clients. Her methodology is to address what's best for the client based upon client needs and expectations.

Mario Antonio Rosas    UBS Financial Services Inc.   
13 Jun 2019

Co-worker review:

Andrea is a very capable knowledgeable trust officer and a pleasure to work with.

10 Jun 2019

Co-worker review:

Very proficient, professional and just to the point

07 Jun 2019

Co-worker review:

Andrea is very experienced in her field with a wealth of knowledge. She is a consummate professional and a pleasure to work with.

07 Jun 2019

Co-worker review:

Awesome asset for our clients. She is very hard working; intelligent and passionate. Everyone likes her.

David Dodd    UBS   
07 Jun 2019

Co-worker review:

Andrea is very knowledgeable and is a pleasure to work with. Advisors and clients immediately feel comfortable with her and realize the incredible value-added service she brings to the relationship.

07 Jun 2019

Co-worker review:

Very professional and knowledgeable with a great attitude and excellent client skills.

Carlota Machado    UBS Financial Services   
06 Jun 2019

Co-worker review:

Excellent and professional!

05 Jun 2019

Co-worker review:

Andrea cares deeply for clients and is extremely knowledgeable. She navigates between sensitive family dynamics, international Law and the policies of large institutions. It is an honour to work with her and a pleasure to have her advise our clients.

Stephen Sullivan    UBS   
05 Jun 2019

Co-worker review:

Andrea is a client-centric advisor with deep cross-border planning expertise. Andrea is a also a true leader.

John Amore    UBS   
04 Jun 2019

Co-worker review:

Andrea is so clear and knowledgeable. It is really an advantage to be able to introduce her to my clients and let her explain the different options available.

Leticia Goenaga    UBS   
04 Jun 2019

Co-worker review:

An amazing person who is quite knowledgeable in her field, always willing to lend a hand.

Karla Orduna    UBS   
04 Jun 2019

Co-worker review:

Andrea has always been a leader in her field.

Rey Castro Jr    UBS   
04 Jun 2019

Co-worker review:

I've been working with Andrea for 6 years and she is always very clear in her communications. She listens and understands clients and always gives great advice. It's a pleasure to work with Andrea.

ABELARDO SANCHEZ    UBS AG   
04 Jun 2019

Co-worker review:

A great asset and a pleasure to work with.

04 Jun 2019

Co-worker review:

Highly recommend Andrea! She is extremely insightful with clients, honing in on specific topics which might address their complex succession needs. She is calm and confident with clients, prospective clients and her colleagues.

Lisa Markowitz    UBS AG   
04 Jun 2019

Co-worker review:

I have been on a couple of assignments with Andrea and she eloquently speaks about her product, is approachable, a pleasure to deal with and a true professional in all aspects.

04 Jun 2019

Co-worker review:

She is extremely knowledgable in her field and has been a great help in deepening client relationships. I am fortunate to be able to work with her.

04 Jun 2019

Co-worker review:

Top quality work and extremely client centric.

03 Jun 2019

Co-worker review:

Andrea has excellent communication skills and exceptional knowledge covering a diverse quantity of concerns facing our international client space. She brings solid advice to our clients and prospects.

Mario Antonio Rosas    UBS Financial Services Inc   
03 Jun 2019

Co-worker review:

She is receptive, knowledgeable and brings value to our clients.

Rose Mary Cosio    UBS   
03 Jun 2019

Co-worker review:

She is amazing!!!

Luis Graham    UBS   
03 Jun 2019

Peer review:

Very knowledgeable and experienced in her field. A pleasure to work with.

14 Mar 2019

Private client review:

Excellent in her field

08 Mar 2019

Peer review:

Andrea is a consumate professional, and it's always a pleasure working with her.

08 Mar 2019

Peer review:

Citywealth recommended

05 Mar 2019

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

Andrea Santos-Morales currently has no reviews

Andrea Santos-Morales currently has no case studies