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.

rowing

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

Education

  • B.S in Business Administration, Northern Arizona University

Credentials

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

Email Me

Focus on liquidity management

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights