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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.

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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.

  • Robert P. Bob Allen Profile Picture

    Robert Allen

    Senior Vice President–Wealth Management

    Financial Advisor

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        • Certified Investment Management Analyst®
        888 San Clemente Drive
        Suite 300
        Newport Beach, CA 92660
        robertp.allen@ubs.com
        Robert Allen
        888 San Clemente Drive,Newport Beach,CA,92660
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        Sherilee "Sheri" Woodhams

        Client Associate

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        • CA

              515 South Flower Street
              Suite 5000
              Los Angeles, CA 90071
              sherilee.woodhams@ubs.com
              Sherilee "Sheri" Woodhams
              515 South Flower Street,Los Angeles,CA,90071
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            Turn possibilities into a plan

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            A leading global wealth manager

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            Support and resources

            Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

            Learn how you can get involved and make an impact through the UBS Optimus Foundation.

            The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

            A leader in wealth management

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            UBS Group invested assets
            As of 12/31/2024

            51 countries

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            UBS is a leading and truly global wealth manager

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