Experience

Makes all the difference

We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.*

* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances. 

Thomas Robinson, CFP

Senior Vice President–Wealth Management

Financial Advisor

Tom manages the group's customized investment portfolios through the firm's Portfolio Management Program (PMP)™,applying strategic and tactical disciplines with emphasis on risk management. Tom graduated from the University of Rhode Island with a B.S. degree in Finance and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Prior to joining UBS, he was a Financial Advisor with Merrill Lynch. Tom spent the early part of his financial career as a commercial lending officer for Citizen's Financial Group, based out of Boston, MA.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • MA
  • ME
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TX
  • VT

Education

  • University of Rhode Island, B.S. Degree in Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
500 Exchange Street
Suite 1210
Providence, RI 02903

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