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$3.9 trillion
In invested assets globally
As of 12/31/2022
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
First Vice President–Wealth Management
Financial Advisor
Robert has been in financial services industry since 1996. He joined UBS in 2012 after a 16-year career at Merrill Lynch and was the Associate Resident Director for the Merrill Lynch office in Green Valley, AZ from 2007 to 2010. Robert received his Bachelor of Science degree in Business Administration-Accounting from Northern Arizona University.
His relationships with his clients are long term and are built on understanding and meeting their unique needs. He provides his clients with core investment strategies and provides them with tactical asset allocation and he often provides advice that goes beyond investment management.
Robert and his wife Lisa, have a son, daughter-in-law, 2 grandchildren and a daughter and son-in-law. He and his family enjoy exploring the Southwest, including hiking, biking, and skiing. They are active in their church community.
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
First Vice President–Wealth Management
Financial Advisor
Robert has been in financial services industry since 1996. He joined UBS in 2012 after a 16-year career at Merrill Lynch and was the Associate Resident Director for the Merrill Lynch office in Green Valley, AZ from 2007 to 2010. Robert received his Bachelor of Science degree in Business Administration-Accounting from Northern Arizona University.
His relationships with his clients are long term and are built on understanding and meeting their unique needs. He provides his clients with core investment strategies and provides them with tactical asset allocation and he often provides advice that goes beyond investment management.
Robert and his wife Lisa, have a son, daughter-in-law, 2 grandchildren and a daughter and son-in-law. He and his family enjoy exploring the Southwest, including hiking, biking, and skiing. They are active in their church community.
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
