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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Robert Levy

Senior Vice President–Wealth Management

  • Over 35 years of financial services experience
  • Member of the UBS President’s Council for the past 15 years
  • Completed the extensive UBS Wealth Advisor program
  • Series 7 and 66 securities licenses
  • Life insurance license

Rob began his financial career as a Commodities Broker in 1979. To better service his clients, he began incorporating broader portfolio solutions as a Financial Advisor, becoming a Vice President in 1983 at E.F. Hutton and then a Senior Vice President in 1988 at Prudential Securities. He continued his practice at PaineWebber which was later acquired by UBS in 2000. He has also earned the UBS Wealth Advisor designation and is a member of the UBS President’s Council.

As the team’s senior member, Rob leads the team’s investment committee meetings, investment research and complex portfolio construction.

Rob and his wife, Andrea, are members of Tam O’Shanter Country Club and Temple Israel. Rob is a board member for the Michigan Jewish Sports Foundation benefitting the Karmanos Cancer Institute and a board member of Heart 2 Hart Detroit, a homeless support organization in Detroit. He and Andrea previously served as co-chairs of Henry Ford Health System’s "Derby In The D", which has raised more than $7 million for research on brain tumors, Parkinson’s, epilepsy and other neurological disorders. Rob and Andrea have four children and reside in Franklin. They enjoy golfing, bowling, swimming and traveling.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • WA

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • 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

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
32300 Northwestern Highway
Suite 150
Farmington Hills, MI 48334
  • (248) 737-5477

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