UBS Private Wealth Management announced today that Carlos Lowell, a Financial Advisor in Coral Gables, Florida, has earned the Athletes and Entertainers Consultant (AEC) Designation at UBS.
Last November, UBS Global Wealth Management launched the Athletes and Entertainers Strategic Client Segment to provide holistic financial advice and guidance to clients across sports and entertainment industries. Carlos is one of 28 advisors at the firm in the US to receive the AEC designation.
“We are amidst an exciting and pivotal time in sports and entertainment, so it’s crucial that seasoned and focused experts like Carlos help athletes and entertainers navigate the unknowns and intricate challenges that come with being a professional athlete,” said Adewale Ogunleye, Head Athletes and Entertainers Strategic Client Segment at UBS. “It’s great that Carlos has received his AEC Designation. The value and insight he’s provided over the years to professional athletes across major sports alongside his understanding of the industry, will be extremely beneficial to our clients.”
“There are unique aspects to working with prominent athletes and entertainers. Their needs are complex and varied,” said Carlos. “This segment will raise awareness on the importance of wealth management and financial literacy, and how individuals in these industries can use that knowledge to maintain their current lifestyle, prepare for the future, and leave a legacy.”
With more than 20 years of experience, Lowell is known for his work with athletes in the National Football League and Major League Baseball. He has guided players from active careers to successful entry into retirement and manages a quarter of a billion in assets. He resides in Pinecrest, Florida, with his wife and two daughters.
UBS’s Athletes and Entertainers Strategic Client Segment is led by former professional football player, Adewale (“Wale”) Ogunleye, who works to deliver the best advice and guidance the firm has to offer to athletes and entertainers through a select group of Financial Advisors dedicated to serving their complex and unique needs.
About UBS’s Athletes and Entertainers Consultant (AEC) Designation
UBS advisors with the AEC designation meet specific requirements including depth of experience advising clients in the sports and entertainment industries, a commitment to serve the athlete or entertainer in a way that meets him or her “where they are”, as well as an extensive training program which covers everything from the atypical income streams of these clients to potentially special financial planning circumstances they may have.
About UBS Global Wealth Management
As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’ strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
