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$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
Senior Vice President–Wealth Management
Financial Advisor
Bob has almost 30 years of financial services experience. Before joining UBS in 1999, he worked at such distinguished firms as Kidder Peabody, Smith Barney and PaineWebber. His areas of focus include portfolio management, financial planning, working with corporate officers and complex estates. Bob's clientele consists of entrepreneurs, small business owners, affluent individuals, retired persons and families. He serves each client with a great work ethic, high standards and a sharp attention to detail all with high energy and enthusiasm.
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
Bob has almost 30 years of financial services experience. Before joining UBS in 1999, he worked at such distinguished firms as Kidder Peabody, Smith Barney and PaineWebber. His areas of focus include portfolio management, financial planning, working with corporate officers and complex estates. Bob's clientele consists of entrepreneurs, small business owners, affluent individuals, retired persons and families. He serves each client with a great work ethic, high standards and a sharp attention to detail all with high energy and enthusiasm.
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
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.
$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
