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$5+ trillion
In invested assets globally
As of 11/07/2023
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, Ascend Wealth Partners, 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.
Senior Vice President–Wealth Management
Dr. Bob Levin began his Wall Street career in 2001 and has experience as a physician, pharmaceuticals analyst, and business owner. He directs a wealth management advisory team that specializes in working with physicians and their healthcare (HC) businesses. It bothers him that doctors are seeing more patients in less time for less money and more hassle. Bob believes that doctors devoted to their patients and families deserve to have a trusted financial expert team devoted to them. His clients are busy professionals who rely on his team to serve as their primary resource in the financial world. Bob takes pride in showing them a disciplined strategy to achieve their financial goals and conducting that process with professionalism and integrity.
Bob is from Detroit and founded a service company, paying for college with it. He received his B.S. in 1981 and M.D. in 1985 from the University of Michigan. He then 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. He attended Johns Hopkins Business School and from 2001-2002 he worked as a drug analyst at JPMorgan in New York City. 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 began his advisory practice working with physicians.
In 2016 Bob’s team moved to UBS in Beverly Hills and in 2020 he obtained the Certified Exit Planning Advisor® (CEPA®) certification. In 2022 Bob formed Ascend Wealth Partners with Aric Zamel. Professionally Bob serves as a financial consultant to the physician membership of the Foundation of the American Academy of Ophthalmology at its annual meeting and has given estate planning seminars to other HC organizations.
Away from work Bob studies Talmudic law and likes sports, music, and travel. He especially enjoys any water–related destination with his family.
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
Senior Vice President–Wealth Management
Dr. Bob Levin began his Wall Street career in 2001 and has experience as a physician, pharmaceuticals analyst, and business owner. He directs a wealth management advisory team that specializes in working with physicians and their healthcare (HC) businesses. It bothers him that doctors are seeing more patients in less time for less money and more hassle. Bob believes that doctors devoted to their patients and families deserve to have a trusted financial expert team devoted to them. His clients are busy professionals who rely on his team to serve as their primary resource in the financial world. Bob takes pride in showing them a disciplined strategy to achieve their financial goals and conducting that process with professionalism and integrity.
Bob is from Detroit and founded a service company, paying for college with it. He received his B.S. in 1981 and M.D. in 1985 from the University of Michigan. He then 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. He attended Johns Hopkins Business School and from 2001-2002 he worked as a drug analyst at JPMorgan in New York City. 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 began his advisory practice working with physicians.
In 2016 Bob’s team moved to UBS in Beverly Hills and in 2020 he obtained the Certified Exit Planning Advisor® (CEPA®) certification. In 2022 Bob formed Ascend Wealth Partners with Aric Zamel. Professionally Bob serves as a financial consultant to the physician membership of the Foundation of the American Academy of Ophthalmology at its annual meeting and has given estate planning seminars to other HC organizations.
Away from work Bob studies Talmudic law and likes sports, music, and travel. He especially enjoys any water–related destination with his family.
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
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.
$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
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
The 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. The advisor paid a fee to display the rating logo in connection with the award.
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
