Global access. Strategic solutions.

Private Wealth Management

[PWM] Madrid, Spain

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Robert DeForest, CIMA

Senior Vice President–Wealth Management

Private Wealth Advisor

  • Certified Investment Management Analyst -Wharton School of Business at The University of Pennsylvania
  • Joined UBS in 2011
  • Started in Industry: 1997
  • Previous tenures with AIG-Sentra Securities, Wachovia Securities and Merrill Lynch & Co
  • Focus: Lead portfolio manager. Portfolio construction for individuals and institutions, investment manager selection and analysis, discretionary portfolio management, custom investment vehicles.
  • Robert is a member of the Investment Management Consultants Association, which enables him to interact with some of the brightest minds in the industry on a regular basis. Robert was named to the Forbes ‘Best in State’ Wealth Advisor list in 2019-2021. Robert was also featured in Palm Beach Illustrated's “Palm Beach Rising” list in 2012 and he was recognized by the National Association of Board Certified Advisory Practices (South Florida Business Journal) as one of the top wealth managers in South Florida. (2011,2012). Robert is very active in the community, previously serving on the Allocation Committee of the Palm Beach United Way and is also active in the UBS Veteran Mentoring Program.
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • TN
  • UT
  • VA
  • VT
  • WA

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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


  • Private Wealth Advisor
  • Certified Investment Management Analyst®
  • Senior Portfolio Manager
1044 N US Hwy 1
Suite 204
Jupiter, FL 33477
  • (561) 659-9608

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Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager