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Text Content

Reilley & Coroalles Wealth Management Group
View FINRA BrokerCheck informationContact usAccount login
Reilley & Coroalles Wealth Management Group
* Home(current)
* Meet the team
* Contact

LASTING RELATIONSHIPS. FOR ALL THAT MATTERS

With the complexity of today's markets and uncertainty about tomorrow's economy,
good financial advice is more important than ever. As a team of dedicated
Financial Advisors, we're committed to helping you organize your finances around
your short term needs, your longer-term goals and what you envision for
generations to come. Our knowledgeable perspective, good judgement and broad
experience can help you meet your challenges and seize opportunities.

Start the conversation. .

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.

* KATHLEEN "KATE" REILLEY

Senior Vice President–Wealth Management

*
*

View bio . Kathleen "Kate" Reilley.Industry recognition . Kathleen "Kate"
Reilley.
* AR
* AZ
* CA
* CO
* CT
* FL
* GA
* IL
* IN
* MA
* MD
* ME
* MI
* MN
* NC
* NH
* NJ
* NM
* NY
* OH
* OR
* PA
* PR
* SC
* TN
* TX
* VA
* VI
* VT
* WA

Experience:

Over 30 years of experience in the financial services industry; Joined UBS in
1988

Previous Work Experience:

Smith Barney, Vice President, E.F. Hutton Investment Executive, South Caicos
Reef Diving Lodge, Limited Partner, Realty World, Realtor, Warehouse
Entertainment Complex Manager

Past & Present Community Involvement:

Chair, City of South Miami Pension Board, Banyans Townhomes Board President,
City of Hope South Florida Business Women's Award for Philanthropy, Guest
Panelist Miami Herald Making Money Symposium, Animal Welfare Humanitarian
Award, Trustee Member Miami-Dade County Beacon Council, Children's Resources
Board Member, International Women's Show Board Member Sponsor and Organizer
for Woman of Influence Award. Board Member Women's Chamber of Commerce,
Greater Miami Chamber of Commerce, Association for Retarded Citizens

* Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is
compiled by Shook Research and awarded annually in February based on
information from a 12 month period ending September of the prior year.

* Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is
compiled by Shook Research and awarded annually in April based on
information from a 12 month period ending June of the prior year.

* Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating
is compiled by Shook Research and awarded annually in January, based on
information from a 12 month period ending March of the prior year.

* Forbes Best-in-State Women Wealth Advisors, 2021, 2022, 2023The Forbes
rating is compiled by Shook Research and awarded annually in February
based on information from a 12 month period ending September of the prior
year.

* Dowling College, B.A. Humanities

* Senior Portfolio Manager

100 SE 2nd Street
Suite 2400
Miami, FL 33131

* MANUEL COROALLES, CFP®

Senior Vice President–Wealth Management

*
*
*

View bio . Manuel Coroalles, CFP.Industry recognition . Manuel Coroalles,
CFP.
* AR
* AZ
* CA
* CO
* CT
* FL
* GA
* IL
* IN
* MA
* MD
* ME
* MI
* MN
* NC
* NH
* NJ
* NM
* NY
* OH
* OR
* PA
* PR
* SC
* TN
* TX
* VA
* VI
* VT
* WA

Experience:

Over 20 years of experience in the financial industry; Joined UBS in 2002

Previous Work Experience:

University of Miami Adjunct Professor, Consultant, Barclays Bank Private
Banker, Barclays Bank Credit Analyst, Merrill Lynch Investment Associate

Past Community Involvement:

University of Miami Citizens Board, Belen Jesuit Preparatory Advisory
Council, Bristol Tower Board President, City of Hope Latin Entertainment
Industry Executive Committee, Financial Planning Association of South
Florida, Miami Chamber of Commerce, UBS Miami Coordinator for Juvenile
Diabetes Research Foundation, Miami Herald Contributor

Personal:

Enjoys spending time with his wife and son; as well as being the dugout coach
for his son's baseball team, travelling and golf

Languages:

English and Spanish

California Insurance License Number: 0I51643

* Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The
Forbes rating is compiled by Shook Research and awarded annually in April
based on information from a 12 month period ending June of the prior year.

* University of Miami, M.B.A. Finance and International Business
Concentration
* University of Miami, B.B.A. Finance

* CERTIFIED FINANCIAL PLANNER™
* Senior Portfolio Manager
* Wealth Advisor
* Retirement Plan Consultant

100 SE 2nd Street
Suite 2400
Miami, FL 33131

* JOSHUA IAN KNICKERBOCKER

Client Associate

*
*
*

View bio . Joshua Ian Knickerbocker.
* FL
* NY

Experience:

Joined UBS in 2016 as a Private Wealth
Management Intern, and upon graduation in 2017, he
joined the Reilley Coroalles Wealth Management Group
as a Client Service Associate

Community Involvement: Member of the Executive
Committee of FIU’s Young Alumni Network, serves on
the Alumni Development Subcommittee,
which focuses on networking and the professional
development of young alumni

Personal:

Enjoys going to the gym, playing tennis
and basketball, and exploring new restaurants

* Florida International University Honors College, B.A. Business Management
* Florida International University, Certificate, International Trade and
Investment

100 SE 2nd Street
Suite 2400
Miami, FL 33131

* SYDNEY SARIOL

Client Associate

*
*

View bio . Sydney Sariol.

Experience:

Joined UBS and the Reilley Coroalles Wealth
Management Group as a Client Service Associate in
2022

Previous Community Involvement:

Tropical Audubon Society in Miami, Shelter Health Outreach Program,
Penn Appetit

Personal:

Enjoys cooking and baking, playing soccer,
traveling, and attending local farmer's markets

Languages:

English, Spanish

* University of Pennsylvania, B.A., History

100 SE 2nd Street
Suite 2500
Miami, FL 33131

Our team

* KATHLEEN "KATE" REILLEY

Senior Vice President–Wealth Management

*
*

Experience:

Over 30 years of experience in the financial services industry; Joined UBS in
1988

Previous Work Experience:

Smith Barney, Vice President, E.F. Hutton Investment Executive, South Caicos
Reef Diving Lodge, Limited Partner, Realty World, Realtor, Warehouse
Entertainment Complex Manager

Past & Present Community Involvement:

* Dowling College, B.A. Humanities

* Senior Portfolio Manager

100 SE 2nd Street
Suite 2400
Miami, FL 33131

* MANUEL COROALLES, CFP®

Senior Vice President–Wealth Management

*
*
*

Experience:

Over 20 years of experience in the financial industry; Joined UBS in 2002

Previous Work Experience:

University of Miami Adjunct Professor, Consultant, Barclays Bank Private
Banker, Barclays Bank Credit Analyst, Merrill Lynch Investment Associate

Past Community Involvement:

Personal:

Enjoys spending time with his wife and son; as well as being the dugout coach
for his son's baseball team, travelling and golf

Languages:

English and Spanish

California Insurance License Number: 0I51643

* University of Miami, M.B.A. Finance and International Business
Concentration
* University of Miami, B.B.A. Finance

* CERTIFIED FINANCIAL PLANNER™
* Senior Portfolio Manager
* Wealth Advisor
* Retirement Plan Consultant

100 SE 2nd Street
Suite 2400
Miami, FL 33131

* JOSHUA IAN KNICKERBOCKER

Client Associate

*
*
*

View bio . Joshua Ian Knickerbocker.
* FL
* NY

Experience:

Joined UBS in 2016 as a Private Wealth
Management Intern, and upon graduation in 2017, he
joined the Reilley Coroalles Wealth Management Group
as a Client Service Associate

Personal:

Enjoys going to the gym, playing tennis
and basketball, and exploring new restaurants

* Florida International University Honors College, B.A. Business Management
* Florida International University, Certificate, International Trade and
Investment

100 SE 2nd Street
Suite 2400
Miami, FL 33131

* SYDNEY SARIOL

Client Associate

*
*

View bio . Sydney Sariol.

Experience:

Joined UBS and the Reilley Coroalles Wealth
Management Group as a Client Service Associate in
2022

Previous Community Involvement:

Tropical Audubon Society in Miami, Shelter Health Outreach Program,
Penn Appetit

Personal:

Enjoys cooking and baking, playing soccer,
traveling, and attending local farmer's markets

Languages:

English, Spanish

* University of Pennsylvania, B.A., History

100 SE 2nd Street
Suite 2500
Miami, FL 33131

AboutRecognitionEducationFocusContact
Registered States:

Eligibility is based on quantitative factors and is not necessarily related to
the quality of the investment advice. For more information on third party rating
methodologies, please visit ubs.com/us/en/designation-disclosures

EDUCATION

CREDENTIALS

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Let's connect

About
Registered States:
Recognition

Education

EDUCATION

CREDENTIALS

Focus

Contact

Email Me

Let's connect

About

A FOCUS ON PERSONALIZED ACCESS AND SERVICE

Working with diverse clients with specific needs, our team sees it as our top
responsibility to understand each aspect of your unique and often complicated
financial life.

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CIO HOUSE VIEW MONTHLY LIVESTREAM

Watch our latest House View livestream featuring Leslie Falconio, Head of
Taxable Fixed Income Strategy and Nadia Lovell, Senior US Equity Strategist.

03 Aug 2023

Show more. CIO House View monthly livestream.. CIO House View monthly
livestream.

UBS AND CREDIT SUISSE—STRONGER THAN EVER

Our formal integration with Credit Suisse marks an unprecedented level of
strength in our history—all in support of your financial goals. For more than
160 years, we’ve been tested and proven resilient—guiding our clients through a
wide range of financial challenges and market opportunities. And we continue to
demonstrate our leadership among the largest, and most respected, global banks.

Learn more

Show more. UBS and Credit Suisse—stronger than ever.. UBS and Credit
Suisse—stronger than ever.

YOUR LIFE, WEALTH AND FUTURE

How can we help you pursue your goals? Our advice focuses on three key
strategies: Liquidity. Longevity. Legacy. This approach can help you explore,
clarify and pursue your financial goals. Working together with you, we can help
you plan for life today and beyond.

Time frames may vary. Strategies are subject to individual client goals,
objectives and suitability. This approach is not a promise or guarantee that
wealth, or any financial results, can or will be achieved. All investments
involve the risk of loss, including the risk of loss of the entire investment.

Show more. Your life, wealth and future.. Your life, wealth and future.

YEAR AHEAD 2024

A new world

The economic and political aftereffects of the global pandemic continue to
reverberate, years after its onset. We are in a new world. It’s time to build a
plan, get in balance, and stay disciplined, yet agile.

Access the report. Year Ahead 2024.
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BACKED BY THE STRENGTH OF UBS

A GLOBAL LEADER IN WEALTH MANAGEMENT

$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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INSIGHTS

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Products and services mentioned on these web pages may not be available for
residents of certain nations. Please consult the sales restrictions relating to
the service in question for further information. http://www.ubs.com

As a firm providing wealth management services to clients, UBS Financial
Services Inc. offers investment advisory services in its capacity as an
SEC-registered investment adviser and brokerage services in its capacity as an
SEC-registered broker-dealer. Investment advisory services and brokerage
services are separate and distinct, differ in material ways and are governed by
different laws and separate arrangements. It is important that clients
understand the ways in which we conduct business, that they carefully read the
agreements and disclosures that we provide to them about the products or
services we offer. A small number of our financial advisors are not permitted to
offer advisory services to you, and can only work with you directly as UBS
broker-dealer representatives. Your financial advisor will let you know if this
is the case and, if you desire advisory services, will be happy to refer you to
another financial advisor who can help you. Our agreements and disclosures will
inform you about whether we and our financial advisors are acting in our
capacity as an investment adviser or broker-dealer. For more information, please
review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial
Advisors) provide tax or legal advice. You should consult with your legal
counsel and/or your accountant or tax professional regarding the legal or tax
implications of a particular suggestion, strategy or investment, including any
estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial
Services Inc., a registered broker-dealer offering securities, trading,
brokerage and related products and services. Member SIPC . Member FINRA . UBS
Financial Services Inc. is also registered as a Futures Commission Merchant
(FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers
brokerage services related to the execution and clearing of on-exchange futures
and options on futures products. Member NFA

Unless we separately agree in writing, we do not monitor your brokerage account,
and you make the ultimate decision regarding the purchase or sale of
investments. You can ask us to review your brokerage account and provide you
with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are
divisions of UBS Financial Services Inc., a subsidiary of UBS AG. Private
Wealth Management resources and services are provided by specially-accredited
Financial Advisors within UBS Financial Services Inc. (including Private Wealth
Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please
visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order
Routing Disclosure . Statement of Financial Condition. Statement of Financial
Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure
Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's
Trademark Disclaimer. Important Information About Auction Rate Securities (Not
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