Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Artist building frame

Richard Rohr

Senior Vice President–Wealth Management

Personal & Community

  • Resident of Breckenridge, CO with wife Charmane Arrington Rohr, daughter Elizabeth and sons Andrew and Matthew
  • Member of the Board of Directors, Connecticut Episcopal Diocese Donations and Bequests, 1996 to 2016
  • Enjoys cycling, skiing, travel and spending time with my family
Registered States:
  • AL
  • AR
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • NH
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VT

Education

  • Bachelor of Science, Petroleum Engineering, The University of Tulsa
  • Executive Education, The University of Pennsylvania, Wharton School

Credentials

  • Wealth Advisor
600 Washington Blvd
9th Floor
Stamford, CT 06901
  • (203) 977-7242

Email Me

The circular economy: What is it?

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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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

Insights