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.
Managing Director–Wealth Management
Financial 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).
Recognized as an industry leader:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Financial 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).
Recognized as an industry leader:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
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.
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.
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.
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