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$7 trn
UBS Group invested assets
As of 12/31/2025
Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.
Senior Vice President–Wealth Management
Financial Advisor
As a Senior Vice President - Wealth Management at UBS, Robert has been able to earn his clients' trust all while being in the same office for over 30 years. In addition to the significant experience that he has gained over the years as a financial advisor, he was selected to apply and study to become a Wealth Advisor at UBS. Through this very selective process, he was also required to complete a rigorous curriculum tailored to address unique and complex client needs by using a comprehensive array of wealth management services and solutions. Legacy planning, portfolio management, complex financial and estate planning, are all important areas of clients' financial lives that, as a Wealth Advisor, he specializes. Prior to joining the firm, Robert was a Municipal Credit Analyst for the Municipal Advisory Council of Texas.
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
As a Senior Vice President - Wealth Management at UBS, Robert has been able to earn his clients' trust all while being in the same office for over 30 years. In addition to the significant experience that he has gained over the years as a financial advisor, he was selected to apply and study to become a Wealth Advisor at UBS. Through this very selective process, he was also required to complete a rigorous curriculum tailored to address unique and complex client needs by using a comprehensive array of wealth management services and solutions. Legacy planning, portfolio management, complex financial and estate planning, are all important areas of clients' financial lives that, as a Wealth Advisor, he specializes. Prior to joining the firm, Robert was a Municipal Credit Analyst for the Municipal Advisory Council of Texas.
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.
Education
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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