Richard Duarte, Senior Vice President of Wealth Management at UBS

Richard Duarte

Senior Vice President of Wealth Management at UBS | San Diego, California, United States

Profile last verified July 2026
Financial Services Verified Profile San Diego, California, United States San Diego State University-California State University
Verified

Work Email

***@ubs.com

Last verified August 2026

Personal Email

***@wfadvisors.com

Personal • High Confidence

Phone Number

619*****

United States • Mobile

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Richard Duarte Socials
Richard Duarte Work Experience

Senior Vice President of Wealth Management at UBS in September 2023 - Present

Senior Vice President-Investments at Morgan Stanley in June 2021 - September 2023

Senior Vice President- Investments at Wells Fargo Advisors in December 1999 - June 2021

Richard Duarte Education

San Diego State University-California State University, BA

Richard Duarte Skills
Private Wealth Management Investment Management Retirement Planning Investments Strategy Asset Allocation Management Entrepreneurship Financial Advisory Small Business Finance Investment Strategies Risk Management Retirement Financial Analysis CRM
About Richard Duarte’s Current Company
UBS

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 2021 - 2025 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09182026-6068127.2.1 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Discover more about UBS
Richard Duarte’s Colleagues
Greg Sullivan

Greg Sullivan

Springfield-Branson, Missouri Area

Financial Advisor, Senior Vice President - Investment Officer at Wells Fargo Advisors

Financial Advisor, Senior Vice President - Investment Officer at Wells Fargo Advisors
(March 2016 – Present)

Anthony Montufar

Anthony Montufar

New York City Metropolitan Area

Head of Advisor Platform Support and Product Strategy - Wells Fargo Wealth and Investment Management

Head of Advisor Platform Support and Product Strategy - Wealth and Investment Management at Wells Fargo Advisors
(December 2021 – Present)

Trevor Larowe

Trevor Larowe

Bellevue, Washington, United States

Executive Director - Bellevue Complex Manager at Wells Fargo Advisors

Executive Director - Complex Manager at Wells Fargo Advisors
(October 2022 – Present)

Ryan Bibler

Ryan Bibler

Houston, Texas, United States

Managing Director - Investments at Wells Fargo Advisors

Managing Director - Investments at Wells Fargo Advisors
(January 2018 – Present)

Blake Loen

Blake Loen

Seattle, Washington, United States

Financial Advisor at Wells Fargo Advisors

Financial Advisor at Wells Fargo Advisors
(October 2023 – Present)

Chip Kurtzman

Chip Kurtzman

Wayne, Pennsylvania, United States

Managing Director - Investments, Financial Advisor at Wells Fargo Advisors

Managing Director - Investments at Wells Fargo Advisors
(January 2016 – Present)

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Frequently asked questions about Richard Duarte

What is Richard Duarte email address?

Email Richard Duarte at [email protected] and [email protected]. This email is the most updated Richard Duarte's email found in 2026.

How to contact Richard Duarte?

To contact Richard Duarte send an email to [email protected] or [email protected].

What company does Richard Duarte work for?

Richard Duarte works for UBS.

What is Richard Duarte's role at UBS?

Richard Duarte is Senior Vice President of Wealth Management

What industry does Richard Duarte work in?

Richard Duarte works in the Financial Services industry.

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