Lasting relationships

Understanding what matters most to you

Three business people at a desk

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Emily de la Reguera

    Emily de la Reguera

    Executive Director

    Market Director

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    • CA
    • DC
    • DE
    • MD
    • NC
    • NJ
    • NV
    • SC
    • VA

    Emily de la Reguera is the Executive/Market Director for UBS' Silicon Valley Wealth Management Offices. She is responsible for working with 56 Financial Advisor teams and oversees a combined $31B in assets.


    Prior to this role, she was the Assistant Market Head for the Mid Atlantic Market, where she partnered with 11 Branch Managers to support the growth of their Advisors. She has also served as the Head of Next Generation Advisor Development at UBS, where she was responsible for creating and driving UBS's strategy to develop the next generation of financial advisors which includes the New Financial Advisor (NFA) Program, the Wealth Planning Analyst (WPA) Program and the Intergenerational Advisor Program (IGAP).


    Emily began her career as a member of UBS' Graduate Talent Program (GTP) where she rotated through six different business areas of the firm. Upon completion of the program, she served as an Associate Product Manager for the UBS Securities Backed Lending Group where she helped manage UBS' credit line and margin portfolio. She has also worked at BlackRock in the Institutional Client Business where she was responsible for connecting global counterparts to help deliver congruency in how 200+ relationship managers represent BlackRock's fixed income capabilities. 


    Emily holds a B.A in International Relations from Colgate University and a certificate for the Tuck Business Bridge Program from The Tuck School of Business at Dartmouth College.

          355 Santana Row
          Suite 2050
          San Jose, CA 95128

          Emily de la Reguera
          355 Santana Row,San Jose,CA,95128
        • Carrie Scaletta

          Carrie Scaletta


          Admin Manager

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          • CA

          Carrie Scaletta is an Administrative Manager who provides administrative support and manages support staff at UBS Financial Services. She is responsible for educating team members on administrative policies and procedures. Carrie has over 20 years’ experience in the Financial Services industry.


          Carrie believes in acting as a coach and partner in all aspects to encourage higher productivity and increase pride within the workplace. She is a powerful force in the workplace through her positive attitude and tireless energy, and encourages others to work hard and succeed.


          In her free time, Carrie likes to go to Disney and going for walks with her husband, Anthony and her dog, Baily.

                355 Santana Row
                Suite 2050
                San Jose, CA 95128
                Carrie Scaletta
                355 Santana Row,San Jose,CA,95128

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

              Advice. Beyond investing.

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              UBS and Credit Suisse—stronger than ever