wealth team
The Vazquez-Monasterio Team
$1.3BBook of businessas reported in coverage
7Advisors
Dublin, OHMarket
2Moves on our record
The lineage
until Sep 10, 2026PRIORUBS Wealth Management USA
Sep 10, 2026PRIORMerrill Lynch
Sep 30, 2026CURRENTAscend Advisory Group (Wells Fargo FiNet)
Sep 30, 2026breakawayUBS Wealth Management USA → Ascend Advisory Group (Wells Fargo FiNet)
Sep 10, 2026team liftoutUBS Wealth Management USA → Merrill Lynch
No published coverage yet.