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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.

  • Robert Dunn Profile Photo

    Robert Dunn

    Senior Vice President–Wealth Management

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Robert has 24 years of experience as a corporate attorney and investment banker. After graduating from the University of Pennsylvania with a B.A. in political science, Robert attended Boston University School of Law, where he concentrated on securities and corporate law and earned his J.D. in 1986. In 1995, Robert matriculated to The Wharton School at the University of Pennsylvania, graduating in 1997 earning his M.B.A. with a major in finance. After working at in Private Wealth Management at Morgan Stanley & Co. from 1996, Robert joined UBS in 2008.

    • Barron's Top 1,000 Financial Advisors, 2011The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

    • University of Pennsylvania, B.A. Political Science
    • Boston University School of Law, J.D.
    • The Wharton School at the University of Pennsylvania, M.B.A. Finance
    • Senior Portfolio Manager
    299 Park Avenue
    26th Floor
    New York, NY 10171
  • Thomas Dunn Profile Photo

    Thomas Charles Dunn

    Senior Wealth Strategy Associate

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Thomas joined Dunn Wealth Management Partners after a successful career in the entertainment business as a writer and creative producer. He discovered many of the most successful people had a tremendous need for a comprehensive financial planning process and saw an opportunity to add significant value. He now divides his time between helping the team cultivate new relationships and deepening its understanding of each client’s unique financial needs to personalize investment portfolio solutions. Based in UBS’s Los Angeles office, Thomas develops customized wealth management strategies for clients and their families to meet their objectives in financial and legacy planning, insurance, intergenerational wealth transfer and charitable giving. Thomas graduated with a B.A. from U.C.L.A. In his free time, he maintains strong ties to the entertainment industry and is an avid traveler, having visited more than 70 countries.

      • U.C.L.A., B.A.
        2000 Avenue of the Stars
        7th. Floor North
        Los Angeles, CA 90067
      • Robert McBride Profile Photo

        Robert McBride

        Wealth Strategy Associate

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TX
        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WY

        Robert joined the Dunn Wealth Management Partners from within UBS Private Wealth Management.  With over eight years of experience servicing ultra-high-new worth families, Robert brings his broad knowledge and experience in reporting, trading, products, financial planning and client service to the team.  Within the Dunn Wealth Management Partners, Robert focuses on reporting, client allocations and general client requests.  He assists in trading operations as well as product and manager research and due diligence.  Series 7 and 66 licensed, Robert graduated from Georgetown University with a Bachelor's of Science in Business Administration.  An avid golfer, Robert resides in New York City with his wife Jennifer and their daughter Charlotte and son Thomas. 

          • Georgetown University, B.S. Business Administration
            1285 Avenue Of The Americas
            New York, NY 10019

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