BBVA Global Wealth Advisors (GWA) Announces the Addition of Roberta Fernandes as Investment Counselor in Its Houston, Texas Office
“We are thrilled to warmly welcome Roberta Fernandes, who joins our BBVA Global Wealth Advisors team in the Houston office as our new Investment Counselor,” the firm posted on the social media platform LinkedIn.
Fernandes shared the post on her personal profile on the same platform, thanking the team for the welcome. She added that she already feels “part of the BBVA family.”
According to the official announcement, “Roberta’s experience significantly enhances our service capabilities in Houston. She brings over 16 years of experience in private banking and cross-border wealth management.” The bank also highlighted Fernandes’ “relationship leadership: her career has focused on building strategic relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in Latin America and the U.S.”
They also emphasized her “technical knowledge: her expertise spans financial markets, asset allocation, and advisory frameworks.” In addition, the statement noted her client-centered approach: “Roberta specializes in delivering wealth solutions well-aligned with clients’ evolving objectives, with a focus on regulatory alignment and risk mitigation.”
According to her profile on the professional network LinkedIn, Roberta Fernandes served as Director at BTG Pactual for nearly three years. Previously, she was Associate VP International Client Advisor (ICA) at Morgan Stanley, and also worked in Miami at Santander Private Banking (as Client Relationship Manager) and at Merrill Lynch in New York (as Registered Client Associate), among other professional roles.
She holds a Bachelor’s Degree in International Business from Trinity University in San Antonio, Texas, a Master’s in Finance from the University of Chile, and an MBA from Babson College. She also holds FINRA Series 66 and 7 licenses.
