Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Robert Cusano

Managing Director–Wealth Management

Wealth Advisor

Rob is a Managing Director–Wealth Management for UBS Financial Services Inc. in Hartford, CT. He understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS—it is about providing the right advice to help you pursue your goals. That is why he takes a customized approach to wealth management built on a personal relationship and shaped by an understanding of your needs and aspirations.

From retirement, estate and overall financial planning to corporate stock option plans and strategies for concentrated securities positions, Rob brings diverse experience to his practice across the spectrum of clients’ wealth management needs. In fact, he has earned extensive professional accreditation, which includes the title of Wealth Advisor, to serve his clients even better.

Rob started with UBS as a Financial Advisor in 2001. Before that he was a Senior Financial Analyst at The Hartford Insurance Company.

In addition to the UBS Wealth Advisor designation, Rob has the Series 7 and 66 securities licenses, as well as the State of Connecticut Life, Health and Variable Annuity Insurance License.

As a Wealth Advisor Rob has the capabilities to deliver comprehensive wealth management, with a focus on these areas:

-Longevity planning, including retirement income and insurance planning

-Wealth transfer strategies, including inheritance and business succession planning

-Life transition planning for marriage, divorce or loss of a loved one.

Rob lives in Avon, CT with his wife Maria and is the father of three (Anthony, Joey and Alexia).

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • ME
  • MN
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • SD
  • TX
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

  • Bachelor of Science Finance, magna cum laude, University of Connecticut
  • Master of Business Administration, Rensselear Polytechnic Institute

Credentials

  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Securities-backed lending
Financial planning
Retirement planning
Estate planning strategies
Investing
Structured products
Entrepreneurs
One State Street
Suite 1600
Hartford, CT 06103
  • (860) 275-8028

Email Me

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    Karen Crabb

    Senior Client Associate

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            One State Street
            Suite 1600
            Hartford, CT 06103
          • Kenneth Lesser

            Director

            Senior Wealth Management Banker

          Defining your priorities. Pursuing what matters.

          Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

          Your lifelong financial plan. UBS Wealth Way

          Your lifelong financial plan. UBS Wealth Way

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          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.

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