Tailored wealth advice

Professional guidance that helps inspire confidence

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Pensive Man On Boat

Robert Levin, CFP, CEPA

Senior Vice President–Wealth Management

Dr. Bob Levin began his Wall Street career in 2001 and is a former pharmaceuticals analyst and physician. He directs a wealth management advisory team that specializes in working with the founders, investors and owners of large, successful healthcare (HC) businesses in all sectors of the industry. In collaboration with other professionals he shows his clients a disciplined process to unlock the value from their business —helping  them achieve their personal goals without having to rely on the income from the business. Bob takes pride in conducting that process with professionalism and integrity.

Bob is a Detroit native and as a teen he founded and grew a service company, paying for college with it. He then embarked on a HC journey and received his B.S. in 1981 and M.D. in 1985 from the University of Michigan. He completed a residency in pediatrics at Children’s Hospital of Los Angeles in 1988 and worked as a pediatrician until 2000.

But he missed the excitement of business and decided to advance his acumen. He attended Johns Hopkins Business School and consulted for a venture capital fund. From 2001-2002 he worked as a pharmaceutical analyst at JPMorgan in New York City. Then in 2003 he joined the Global Private Client Group at Merrill Lynch in Beverly Hills and in 2006 he earned the Certified Financial Planner (CFP®) certification.

At Merrill Bob founded a wealth management advisory practice that focused on the needs of founders, investors and owners of large HC businesses. Many wanted to gain liquidity but didn't know all their options or the market value of their business. He introduced them to a process to help them unlock the value from their business.

In 2016  Bob’s team moved to UBS in Beverly Hills and in 2020 Bob obtained the Certified Exit Planning Advisor (CEPA®) certification in order to further help his clients. Away from work Bob likes sports, music, philosophy, history and travel. He especially enjoys any water–related destination with his family.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SD
  • TN
  • TX
  • VA
  • VI
  • WA
  • WY


  • M.D. , University of Michigan
  • B.S., University of Michigan


  • Certified Exit Planning Advisor
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
  • (310) 281-4646

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.



Business transition and succession planning

Business transition and succession planning

A team approach

A team approach

UBS Advisor Podcasts

Wealth Care for HealthCare by Levin Wealth Advisors

Our team understands health and helps you create and manage wealth. We help founders, investors, and owners unlock value from their business by helping them make good corporate and personal financial decisions. The goal of this series is to discuss issues affecting different sectors of the HealthCare industry and how financial services can provide potential solutions to the problems they face.

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