Financial planning for what you want to accomplish

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.

We strive to be the only call you need to make to address any financial need so you can focus on life's other priorities.

- Robert Allred

Robert Allred, CFP, CPWA

Managing Director–Wealth Management

Financial Advisor

I am one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients.

I understand that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are developed and delivered to help you pursue your goals. That's why I offer a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations. To help manage your wealth, I call upon the advisory and investment brokerage capabilities of UBS—one of the world's largest wealth management firms.

I joined UBS in 1998 and became a Financial Advisor in 2000. I am a CERTIFIED FINANCIAL PLANNER™ practitioner. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP® Board's Standards of Professional Conduct. I am also a Certified Private Wealth Advisor® professional specializing in advising High Net Worth and Ultra High Net Worth clients.

I live in Vienna, VA with my wife, Molly, and four children, Lilly, Annie, Reece and Carly. Outside of the office, I enjoy outdoor activities, competing in triathlons and spending time with my family.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA
  • WV

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

The ratings are based on quantitative factors and are 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

Education

  • Business/Economics, Randolph-Macon College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor
1501 K Street North West
Suite 1100
Washington, DC 20005
  • (202) 585-5425

Email Me

investments

Investment Management

Multigenerational wealth planning

Multigenerational wealth planning

Retirement Couple

Retirement readiness

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.

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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