Managing Director–Wealth Management
Financial Advisor
About Rob
Robert H. Allred is one of a select group of UBS Financial Advisors who have earned the designation of Wealth Advisor, reflecting his deep expertise in delivering highly personalized wealth management services. As a Wealth Advisor, Rob is eminently qualified to provide tailored guidance to clients seeking sophisticated financial strategies and long-term planning.
Rob understands that wealth management is more than just access to a wide range of financial services—it’s about how those services are thoughtfully developed and delivered to help clients pursue their goals. His customized approach is built on enduring personal relationships and shaped by a deep understanding of each client’s needs and aspirations.
Experience to guide you forward
Rob joined UBS in 1998 and became a Financial Advisor in 2000. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a designation that requires extensive training in:
He also adheres to the CFP® Board's Standards of Professional Conduct, ensuring every recommendation is made with integrity and in the client’s best interest.
In addition, Rob holds the Certified Private Wealth Advisor® (CPWA®) designation, specializing in advising High Net Worth and Ultra High Net Worth clients.
His approach is rooted in helping clients clarify their goals, organize their financial lives, and implement strategies that support long-term success. At The Allred Wealth Consulting Group, Rob leads a team dedicated to delivering personalized, strategic financial planning.
Education & Credentials
Life Outside the Office
Rob lives in Vienna, VA with his wife, Molly, and their four children: Lilly, Annie, Reece, and Carly. Outside of the office, he enjoys spending time with his family, outdoor activities, and volunteering with the Leukemia & Lymphoma Society.
Recognized as an industry leader:
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.
Managing Director–Wealth Management
Financial Advisor
About Rob
Robert H. Allred is one of a select group of UBS Financial Advisors who have earned the designation of Wealth Advisor, reflecting his deep expertise in delivering highly personalized wealth management services. As a Wealth Advisor, Rob is eminently qualified to provide tailored guidance to clients seeking sophisticated financial strategies and long-term planning.
Rob understands that wealth management is more than just access to a wide range of financial services—it’s about how those services are thoughtfully developed and delivered to help clients pursue their goals. His customized approach is built on enduring personal relationships and shaped by a deep understanding of each client’s needs and aspirations.
Experience to guide you forward
Rob joined UBS in 1998 and became a Financial Advisor in 2000. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a designation that requires extensive training in:
He also adheres to the CFP® Board's Standards of Professional Conduct, ensuring every recommendation is made with integrity and in the client’s best interest.
In addition, Rob holds the Certified Private Wealth Advisor® (CPWA®) designation, specializing in advising High Net Worth and Ultra High Net Worth clients.
His approach is rooted in helping clients clarify their goals, organize their financial lives, and implement strategies that support long-term success. At The Allred Wealth Consulting Group, Rob leads a team dedicated to delivering personalized, strategic financial planning.
Education & Credentials
Life Outside the Office
Rob lives in Vienna, VA with his wife, Molly, and their four children: Lilly, Annie, Reece, and Carly. Outside of the office, he enjoys spending time with his family, outdoor activities, and volunteering with the Leukemia & Lymphoma Society.
Recognized as an industry leader:
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.
Senior Registered Client Associate
Eric has earned his FINRA Series 7 and 66 securities registrations.
He graduated from the University of Maryland with a BS in finance. Prior to joining UBS in 2017, he was the director of financial services for an independent firm in Bethesda, Maryland, and prior to that was a financial advisor with Ameriprise Financial Advisors in Bethesda, Maryland.
Eric grew up in central New Jersey. In his spare time, he enjoys biking, rooting for the New York Mets, and spending time with family. Eric currently resides in Rockville, MD with his wife and young son.
Education
Senior Registered Client Associate
Eric has earned his FINRA Series 7 and 66 securities registrations.
He graduated from the University of Maryland with a BS in finance. Prior to joining UBS in 2017, he was the director of financial services for an independent firm in Bethesda, Maryland, and prior to that was a financial advisor with Ameriprise Financial Advisors in Bethesda, Maryland.
Eric grew up in central New Jersey. In his spare time, he enjoys biking, rooting for the New York Mets, and spending time with family. Eric currently resides in Rockville, MD with his wife and young son.
Education
Client Associate
Jane is a Client Service Associate working to ensure seamless, professional and detail-oriented operational and administrative support.
Prior to joining UBS in 2022, Jane graduated from the University of Alabama with a B.A. in Communications and Information Sciences, where she studied Public Relations and Political Science. Jane entered the financial services industry in 2018, as a Client Service Associate at Morgan Stanley in San Francisco, CA.
Formerly from the northern California Bay Area, Jane now resides in the Logan Circle neighborhood of Northwest DC. In her free time you can find her cheering on the Alabama Crimson Tide and the San Francisco Giants.
Education
Client Associate
Jane is a Client Service Associate working to ensure seamless, professional and detail-oriented operational and administrative support.
Prior to joining UBS in 2022, Jane graduated from the University of Alabama with a B.A. in Communications and Information Sciences, where she studied Public Relations and Political Science. Jane entered the financial services industry in 2018, as a Client Service Associate at Morgan Stanley in San Francisco, CA.
Formerly from the northern California Bay Area, Jane now resides in the Logan Circle neighborhood of Northwest DC. In her free time you can find her cheering on the Alabama Crimson Tide and the San Francisco Giants.
Education
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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