Senior Vice President–Wealth Management
Financial Advisor
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Robert Mercer brings 21 years of experience to his role as Vice President of Investments at UBS Financial. He focuses on Wealth Management Strategies, Retirement Planning, and Portfolio Management along with his partner, Lauren Nguyen. Before joining UBS, Robert managed one of the largest Private Client practices at Charles Schwab with over $350 million in assets. A Certified Financial Planning (CFP®) professional, Robert received his Bachelor of Science degree from the University of Connecticut School of Business. He resides in Fort Worth with his wife, and three children.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Robert Mercer brings 21 years of experience to his role as Vice President of Investments at UBS Financial. He focuses on Wealth Management Strategies, Retirement Planning, and Portfolio Management along with his partner, Lauren Nguyen. Before joining UBS, Robert managed one of the largest Private Client practices at Charles Schwab with over $350 million in assets. A Certified Financial Planning (CFP®) professional, Robert received his Bachelor of Science degree from the University of Connecticut School of Business. He resides in Fort Worth with his wife, and three children.
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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