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Suspension bridge

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.

Pat Robertson

Senior Vice President–Wealth Management

Financial Advisor

Before he joined the financial services industry, Pat was an attorney in private practice for 15 years. In 1985, he founded Austin Trust Company. Within five years, the company managed half a billion dollars in assets. Pat organized Founders Trust Company in 1993 to similar success. In 1998, with over $500 million in assets under management, he sold the boutique trust and investment company to Wells Fargo, where he directed wealth management and advisor recruitment before joining UBS in 2013.

Pat believes that his clients’ wealth should work for them. He understands that financial and life goals change over time, which is why he practices wealth management as an ever-evolving process that reflects his clients’ changing circumstances and priorities. Pat meets one-on-one with clients in order to design investment strategies specific to their needs. Over time, he monitors these strategies and suggests recommendations to help clients build, preserve and transfer wealth.

In addition to his bachelor’s degree from Washington & Lee University and his J.D. from UT Austin, Pat holds the Series 7, 9, 10, 65 and 66 securities licenses. He is also a member of the State Bar of Texas. Giving back to his community is important to Pat. He serves on the nonprofit boards for Dell Children’s Medical Center of Central Texas, The Nature Conservancy and Hill Country Conservancy, Hospice Austin, Explore Austin and KMFA Classical Music 89.5. Pat is an avid outdoorsman who enjoys ranching, swimming, biking, hiking and fly-fishing. He lives in Austin with his wife, Carol, not far from their two children and five grandchildren in San Antonio.

Registered States:
  • CA
  • CO
  • FL
  • NC
  • TX
  • WA


  • Bachelor’s Degree, Washington & Lee University
  • J.D, University of Texas School Law
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
  • (512) 479-5204

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Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

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As of 03/31/2024

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