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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Education
Credentials
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.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
