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$6 trn
UBS Group invested assets
As of 12/31/2024
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
I began my career in financial services in 1986 after earning a Bachelor of Science degree in Business Administration from Northern Arizona University. I came to UBS in 2012 after a 16 year career at Merrill Lynch. I was the Associate Resident Director for the Merrill Lynch office in Green Valley AZ from 2007 to 2010. Previously I worked for First Interstate Bank of Arizona.
My relationships with my clients are long term and are built on understanding and meeting their unique needs. In my relationships with my clients I often provide them advice that goes beyond investment management.
I provide my clients with core investment strategies and provide them with tactical asset allocation.
My wife Lisa and I live in Tucson Arizona. We are active in our church community and in our spare time we enjoy the outdoors of all of the Southwest.
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
Robert Lehnhardt, CFP is also part of:
Impact Wealth Management<br>We aim to have a positive impact on the lives of our clients
Lets connect
First Vice President–Wealth Management
Financial Advisor
I began my career in financial services in 1986 after earning a Bachelor of Science degree in Business Administration from Northern Arizona University. I came to UBS in 2012 after a 16 year career at Merrill Lynch. I was the Associate Resident Director for the Merrill Lynch office in Green Valley AZ from 2007 to 2010. Previously I worked for First Interstate Bank of Arizona.
My relationships with my clients are long term and are built on understanding and meeting their unique needs. In my relationships with my clients I often provide them advice that goes beyond investment management.
I provide my clients with core investment strategies and provide them with tactical asset allocation.
My wife Lisa and I live in Tucson Arizona. We are active in our church community and in our spare time we enjoy the outdoors of all of the Southwest.
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
Robert Lehnhardt, CFP is also part of:
Impact Wealth Management<br>We aim to have a positive impact on the lives of our clients
Lets connect
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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