Connect Insurance Agency McAllen, 2711 S 23rd St, McAllen, TX 78503, US

Lena Adams-Winkel is a Senior Vice President Wealth Management at UBS Financial Services in Mcallen, TX. With over 22 years of experience, Lena is a CERTIFIED FINANCIAL PLANNER who specializes in helping clients achieve their financial goals. Her expertise lies in understanding the specific needs of medical professionals and business owners, thanks to her past experience as a business owner in the medical industry and 10 years in retail management. Assisting Lena is Irma Perez, a Senior Client Associate with over 26 years of experience in the financial service industry. Irma's extensive knowledge and dedication to simplifying the financial lives of UBS clients make her an invaluable asset to the team. Together, Lena and Irma provide comprehensive financial planning, investment strategies, and administrative support to help clients secure their financial future.Generated from the website

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