Carlos A. Tovar
About Carlos A. Tovar
Carlos A. Tovar serves as the Associate Director and Senior Wealth Strategy Associate at UBS in the Miami/Fort Lauderdale area, a position he has held since 2018. He has a diverse background in banking and finance, with previous roles at JPMorgan Chase & Co., Bank Leumi USA, and Wells Fargo, and holds an MBA from the University of Florida.
Work at UBS
Carlos A. Tovar has been serving as an Associate Director - Senior Wealth Strategy Associate at UBS since 2018. He operates in the Miami/Fort Lauderdale area, where he focuses on wealth management strategies for clients. His role involves providing tailored financial advice and developing investment strategies to meet the unique needs of high-net-worth individuals.
Previous Experience in Banking
Before joining UBS, Carlos A. Tovar held several positions at JPMorgan Chase & Co. He worked as a Relationship Banker and Small Business Specialist from 2013 to 2014. He also served as a Financial Advisor Associate from 2016 to 2017 and as a Private Client Banker from 2014 to 2015. Additionally, he was a Licensed Personal Banker at JPMorgan from 2009 to 2012. His experience at JPMorgan provided him with a strong foundation in client relationship management and financial advisory services.
Education and Expertise
Carlos A. Tovar earned an Associate’s Degree in Business Administration from Georgia Military College-Augusta Campus from 2000 to 2001. He then obtained a Bachelor’s Degree in Business Administration from Florida International University from 2007 to 2009. Furthering his education, he completed a Master of Business Administration (MBA) at the University of Florida from 2014 to 2016. This educational background supports his expertise in wealth management and financial strategy.
Military Service Background
Carlos A. Tovar served in the United States Marine Corps as a Corporal from 1998 to 2002 at Camp Lejeune. His military service contributed to his leadership skills and discipline, which are valuable in his professional career in finance.
Career at Other Financial Institutions
In addition to his roles at JPMorgan Chase & Co., Carlos A. Tovar worked at Bank Leumi USA as an International Private Banking Associate for three months in 2018. He also held a position as a Credit Manager at Wells Fargo from 2007 to 2009. These experiences have broadened his understanding of various banking sectors and client needs.