Experience

Rob is a Managing Director–Wealth Management for UBS Financial Services Inc. in Hartford, CT. He understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS—it is about providing the right advice to help you pursue your goals. That is why he takes a customized approach to wealth management built on a personal relationship and shaped by an understanding of your needs and aspirations.

From retirement, estate and overall financial planning to corporate stock option plans and strategies for concentrated securities positions, Rob brings diverse experience to his practice across the spectrum of clients’ wealth management needs. In fact, he has earned extensive professional accreditation, which includes the title of Wealth Advisor, to serve his clients even better.

Rob started with UBS as a Financial Advisor in 2001. Before that he was a Senior Financial Analyst at The Hartford Insurance Company.

In addition to the UBS Wealth Advisor designation, Rob has the Series 7 and 66 securities licenses, as well as the State of Connecticut Life, Health and Variable Annuity Insurance License.

As a Wealth Advisor Rob has the capabilities to deliver comprehensive wealth management, with a focus on these areas:

-Longevity planning, including retirement income and insurance planning

-Wealth transfer strategies, including inheritance and business succession planning

-Life transition planning for marriage, divorce or loss of a loved one.

Rob lives in Avon, CT with his wife Maria and is the father of three (Anthony, Joey and Alexia).

While waiting to travel cross country with friends of mine after college I was offered 6-month part time job at Advest Inc.  (Advest Inc. was a prominent full-service regional brokerage and investment banking firm, once part of The Advest Group, offering securities trading, wealth management, and trust services, especially strong in the Northeast, until it was acquired by Merrill Lynch in 2006)  I caught the financial bug and at the end of the 6 months I was offered a full time position in the dividend department and was instrumental in implementing the dividend investment program for the firm.  After about 6 years I took a position in the Margin Department and ultimately took a management position in that department until I left in 2006. 

In 2006 I started at UBS on Greco Team handling various tasks for the team including Estate Processing and Rule 144 filings with the NYSE and SEC for Officers, Directors and major shareholders for companies such as Unted Technologies, Aetna, Campbell’ Company and Stanley Black and Decker to name a few.  Also instrumental with their ESPP and various other incentive-based compensation plans for their employees.

In 2019 I joined Cusano Wealth Management in a more traditional Senior Sales Assistant role building relationships with our clients (my favorite part) and helping them to reach their financial goals.

In my personal life I am married to my wonderful husband Dan, have 2 children and I am a new grandmother. Family time is most important to me. We love to stay active hiking and at the gym. I attended ECSU as a communication major / business minor.