Let's move forward. Together.

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.


Robert Lehnhardt, CFP

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.​

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • MD
  • ME
  • MI
  • MN
  • NC
  • NE
  • NM
  • NV
  • NY
  • OK
  • OR
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

  • 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 ubs.com/us/en/designation-disclosures


  • B.S in Business Administration, Northern Arizona University


  • Wealth Advisor
2840 E. Skyline Drive
Tucson, AZ 85718
  • (520) 748-3632

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