Lasting relationships

Understanding what matters most to you

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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.

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.

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    Jim Kottoor

    Managing Director

    Market Executive

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    • CA
    • NV

          2121 Rosecrans Avenue
          Suite 1300
          El Segundo, CA 90245
        • Elizabeth M. Metal  Profile picture

          Elizabeth M. Metal

          Director

          Market Administrative Officer

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          • CA

          Elizabeth Metal is the Market Administrative Officer serving the Los Angeles Orange Market of UBS Financial Services Inc.

          In this role, Mrs. Metal is responsible for overseeing the day to day activities of the advisor teams in our seven offices that make up the Los Angeles Orange County Market and $250MM in revenue, in addition to supporting the overall growth and footprint that the LA OC Market is responsible for delivering to UBS shareholders and the surrounding community.

          Mrs. Metal joined UBS Financial Services Inc. as a Complex Administrative Manager in October 2009. She held various roles within the firm including Regional Administrative Officer for the Southwest Region and Market Administrative Officer for the San Diego Market. Prior to joining UBS, Mrs. Metal spent 10 years with Merrill Lynch in Newport Beach where she started her career in the industry.

          Mrs. Metal holds a BS in Business Administration Finance from California State University, Long Beach and an MBA with a concentration in Marketing from the University of Dallas.

          As a Southern California native, Mrs. Metal enjoys spending time outside the office with her family, husband Michael and their daughter Kaylin, playing sports, hiking, and relaxing at the beach.

                3030 Old Ranch Parkway
                Suite 300
                Seal Beach, CA 90740
              • Cecilia Monserrat Corral Profile Picture

                Cecilia Monserrat Corral

                Associate Director

                Supervisory Officer

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                • CA

                Cecilia Corral joined the Los Angeles/Orange County Market team as a Supervisory Officer in 2020. Cecilia began her career in the brokerage industry over 25 years ago and has extensive experience in different roles. She started as a cashier and new account clerk followed by taking a leadership path to become a Client Service Supervisor. In 2002, she joined Wells Fargo Advisors (formerly Wells Fargo Investments) as an Operations Manager for the Downtown Los Angeles office. As she continued on the path of leadership, she became a Regional Supervisor for the Wells Fargo Los Angeles – Beverly Hills/El Segundo Region.

                Outside of work, Cecilia enjoys volunteering in various community charities and events. She resides in Downey with her husband and daughter and enjoys spending time with her family and friends.

                      20 Pacifica
                      Suite 1500
                      Irvine, CA 92618

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                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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