How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.


Robert Taylor

Senior Vice President–Wealth Management

Financial Advisor

Robert has over 32 years in the financial services industry and has developed an expertise in wealth management by adding value and controlling risk.  Robert's experience encompasses estate and retirement planning, life and long-term care insurance as well as annuities, providing mortgages and security-backed lending and educating clients through events and seminars.

Robert started his career as a Financial Advisor at Morgan Stanley Dean Witter in 1983.  In 1992 Robert transferred to Smith Barney Investments as a Senior Vice President. He developed a highly successful team of advisors who serviced pre-retirees of national companies ensuring their financial future.  In 2010 Robert was chosen as the as Broker of the Year for Morgan Stanley in San Diego.  He joined UBS in 2012 where he created a foundation for success through his commitment to professionalism and his strong personal relationships with clients.  

As a native of San Diego, Robert is a member of the FBI Academy, is an active member and fund raiser for The Rwandan Orphans Project helping hundreds of vulnerable children and enjoys running local races. 

Robert graduated from San Diego State where he earned his B.S. in Business Administration with an emphasis in finance. 

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MD
  • MI
  • MO
  • NM
  • NV
  • NY
  • OH
  • OR
  • TX
  • WA
  • WI


  • B.S. Business Administration / Finance, San Diego State University


  • Portfolio Manager
12220 El Camino Real
Suite 400
San Diego, CA 92130
  • (858) 947-5971

Email Me

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