Global access. Strategic solutions.

Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. 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.

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 Bertino Profile Photo

    Robert Bertino

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AL
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • LA
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • WA

    Rob and his team were hired by UBS in 2008 as the inaugural Private Wealth Management team for the opening of the Dallas Private Wealth Management office. Rob focuses on relationships with private business owners undertaking pre-sale or pre-IPO planning, multi-generational family planning, private foundations, family offices, and individuals with significant wealth.

    In addition to his role at UBS, Rob serves on the Investment Committee for The Catholic Foundation, a $225 million Dallas Charitable Endowment Fund, and served as Chairman of the Committee from 2017-2018. Rob also sits on the Mendoza College of Business Advisory Council at The University of Notre Dame, where he served as Student Body President.

    Prior to this role, Rob spent 12 years at Goldman Sachs Private Wealth Management. Rob earned his B.B.A in finance from the University of Notre Dame and his M.B.A. from Southern Methodist University. Rob is an avid golfer, having competed in the Pebble Beach Pro-Am, has a rescue dog named Bogey and enjoys spending time travelling around the world.

    • Barron's Top 1,000 Financial Advisors, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2019, 2020, 2021The 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 Advisors, 2019, 2020, 2021, 2022The 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 Notre Dame, B.B.A. Finance
    • Southern Methodist University., M.B.A.
    • Private Wealth Advisor
    100 Crescent Court
    Dallas, TX 75201
  • Anna Vargas Profile Photo

    Ann Marie "Anna" Vargas

    Authorized Officer

    Investment Associate

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    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • LA
    • MT
    • NH
    • NJ
    • NM
    • NY
    • OH
    • PA
    • TN
    • TX
    • UT
    • VA
    • WA
    • B.S., Dallas Baptist University
    • Hired by UBS in 2008 as the inaugural Private Wealth Management team for the opening of the Dallas Private Wealth Management office
    • More than 34 years experience in the financial services industry
    • Goldman Sachs Private Wealth Management, 1975 – 2008
    • Focus: Anna manages the team’s cash management, administrative and operational issues. She is highly experienced in filings for restricted stock positions, including Section 16 and Rule 144/145 issues. Her deep industry experience allows her to efficiently service many different types of accounts.

      • Dallas Baptist University, B.S.
        100 Crescent Court
        Dallas, TX 75201
      • Venita Yellapah Profile Photo

        Venita Yellapah

        Senior Client Associate

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        • CA
        • DC
        • DE
        • FL
        • GA
        • NH
        • NJ
        • NY
        • PA
        • TX
        • VA
        • Assoc.  Degree, Ryerson University
        • Over 15 years of financial services experience working for various financial firms, including Smith Barney and Morgan Stanley
        • Over 6 years with UBS Financial Services in both Dallas and New York
        • Focuses on all aspects of client service, operations, client reporting, data management and administration and helps lead our team in providing the highest level of service to our clients.

          • Ryerson University, Associate Degree
            100 Crescent Court
            Suite 400
            Dallas, TX 75201

          Wealth, from your point of view

          Change your community. Change the world.

          Change your community. Change the world.

          Executive decisions

          Executive decisions

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager