Professional consulting for institutions

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Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

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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.

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    Robert Harnett

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • MN
    • ND
    • SC
    • WI

    Bob has dedicated his 30 year career to advising institutional clients of varying size and nature. Bob has established himself and his team as a valuable resource to public entities, non-profits, and credit unions. In 2003, Bob along with partner Ned Sorley joined UBS to better address the unique needs of this marketplace.

    Bob received his B.A. in Business Administration with a Concentration in Finance and  Marketing, from the College of St. Thomas.  For over 25 years, Bob has been an active Board Member of True Friends, formerly Camp Friendship and Camp Courage, a Non-profit dedicated to providing year round support to persons with physical and developmental disabilities.  Away from the office, Bob has actively coached his four children in hockey, football and baseball, and he currently resides in Golden Valley.

    General Securities Representative Examination-Series 7, Uniform Securities Agent State Law Examination-Series 63, Uniform Investment Adviser Law Examination-Series 65

     

      • College of St. Thomas, B.A. in Business Administration
        681 East Lake Street
        Wayzata, MN 55391
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        Jack Samuels

        Senior Wealth Strategy Associate

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        • MN
        • ND
        • WI

          • University of Minnesota - Carlson School of Management, B.S. in Finance
            681 East Lake Street
            Wayzata, MN 55391
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            Ned Sorley

            First Vice President–Wealth Management

            Financial Advisor

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            • FL
            • IL
            • IN
            • MN
            • MO
            • ND
            • NE

            Ned began his career at Paine Webber in 1985, before moving to Miller & Schroeder Financial in 1987, where he specialized in institutional fixed income.  Ned and Bob became partners in 2001 at Prudential Securities with a continued focus on Institution fixed income. In order to better serve their institutional client base their journey led them to UBS in 2003.

            Ned is the current chairman of the Midwest North Chapter of VDD GNA, a nonprofit. He is the former president of the Minnesota Chapter of NAVHDA, also a nonprofit. He earned a BA in Business administration from University of Minnesota – Moorhead.

            General Securities Representative Examination-Series 7, Uniform Securities Agent State Law Examination-Series 63, Uniform Investment Adviser Law Examination-Series 65

              • University of Minnesota – Moorhead, BA in Business Administration
                681 East Lake Street
                Wayzata, MN 55391

              The Year Ahead - Sustainable Investing

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

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              As of 06/30/2022

              51 countries

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