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
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WY

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

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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