Tailored wealth advice

Professional guidance that helps inspire confidence

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At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning generations, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Pensive Man On Boat

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Robert Levin Profile Photo

    Robert Levin CFP, CEPA®

    Senior Vice President–Wealth Management

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SD
    • TN
    • TX
    • VA
    • VI
    • WA
    • WY

    Dr. Bob Levin began his Wall Street career in 2001 and is a former pharmaceuticals analyst and physician. He directs a wealth management advisory team that specializes in working with the founders, investors and owners of large, successful healthcare (HC) businesses in all sectors of the industry. In collaboration with other professionals he shows his clients a disciplined process to unlock the value from their business —helping  them achieve their personal goals without having to rely on the income from the business. Bob takes pride in conducting that process with professionalism and integrity.

    Bob is a Detroit native and as a teen he founded and grew a service company, paying for college with it. He then embarked on a HC journey and received his B.S. in 1981 and M.D. in 1985 from the University of Michigan. He completed a residency in pediatrics at Children’s Hospital of Los Angeles in 1988 and worked as a pediatrician until 2000.

    But he missed the excitement of business and decided to advance his acumen. He attended Johns Hopkins Business School and consulted for a venture capital fund. From 2001-2002 he worked as a pharmaceutical analyst at JPMorgan in New York City. Then in 2003 he joined the Global Private Client Group at Merrill Lynch in Beverly Hills and in 2006 he earned the Certified Financial Planner (CFP®) certification.

    At Merrill Bob founded a wealth management advisory practice that focused on the needs of founders, investors and owners of large HC businesses. Many wanted to gain liquidity but didn't know all their options or the market value of their business. He introduced them to a process to help them unlock the value from their business.

    In 2016  Bob’s team moved to UBS in Beverly Hills and in 2020 Bob obtained the Certified Exit Planning Advisor (CEPA®) certification in order to further help his clients. Away from work Bob likes sports, music, philosophy, history and travel. He especially enjoys any water–related destination with his family.

        • Certified Exit Planning Advisor
        • CERTIFIED FINANCIAL PLANNER™
        131 South Rodeo Drive
        Suite 300
        Beverly Hills, CA 90212
      • Alisa Singhasri Liley Profile Photo

        Alisa Singhasri Liley CDFA

        Authorized Officer

        Wealth Management Associate

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        • CA
        • MA
        • MO
        • NJ
        • NY
        • TX

        Alisa is a Wealth Management Associate and has worked in the financial services industry since 2004. As the inside support for the team, she administers all the aspects of client accounts including securities transactions, cash management and managed account administration. Her primary focus is to maintain and facilitate account servicing needs for our high net worth clients. Alisa earned an MBA in Technology Management from the University of Phoenix and holds the Series 7, 63 and 65 securities licenses and is insurance licensed. She resides in Northridge, CA, with her two daughters and enjoys participating in charitable events, various outdoor activities, flying small planes, and traveling, especially going on cruises around the world.

            • Certified Divorce Financial Analyst
            131 South Rodeo Drive
            Suite 300
            Beverly Hills, CA 90212
          • Orkhan David Beniaminov Profile Photo

            David Beniaminov

            Senior Wealth Strategy Associate

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            • CA
            • MO
            • WA
            • WI

            David is a Senior Wealth Strategy Associate who joined our team in 2017 and provides clients with wealth planning strategies and advice related to asset protection, wealth transfer and succession planning. He also acts as a portfolio manager on the team. He performs financial modeling and analysis and conducts research on all investments. David grew up and lives in Los Angeles, graduating from the University of California, San Diego with a B.A. in international economics in 2013. He worked as a premier banker at Wells Fargo in San Francisco before joining UBS. He holds his Series 7 and 66 securities licenses, as well as California life and health insurance licenses. When not working, he enjoys reading, staying active by running and exercising, cooking, traveling and spending time with friends and family.

                  131 South Rodeo Drive
                  Suite 300
                  Beverly Hills, CA 90212
                • Michelle Rosenberg Profile Photo

                  Michelle Rosenberg

                  Client Associate

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                    Michelle Rosenberg is a Client Service Associate and has worked in office management since 2001. She is involved in all aspects of client relationships including portfolio reviews. Michelle graduated from Touro College in New York with a bachelor’s in business management. She is an active member of several charitable and community organizations in the Los Angeles area. Michelle enjoys a rich family life and is a mother and grandmother.

                          131 South Rodeo Drive
                          Suite 300
                          Beverly Hills, CA 90212

                        A focus on personalized access and service

                        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                        Professionals

                        Professionals

                        Business transition and succession planning

                        Business transition and succession planning

                        A team approach

                        A team approach

                        UBS Advisor Podcasts

                        Wealth Care for HealthCare by Levin Wealth Advisors

                        Our team understands health and helps you create and manage wealth. We help founders, investors, and owners unlock value from their business by helping them make good corporate and personal financial decisions. The goal of this series is to discuss issues affecting different sectors of the HealthCare industry and how financial services can provide potential solutions to the problems they face.

                        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

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