The right moves for your financial future

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Chess board

Robert Loughlin

Senior Vice President–Wealth Management

Financial Advisor

I began my banking career with Citibank in 1982, working in the retail bank. In 1991, I became a registered representative in the brokerage industry and over the past 25 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2007 after 15 years at Smith Barney and it's predecessor firm Shearson Lehman Brothers. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement and financial planning. I am a Senior Portfolio Manager in the Portfolio Management Program, a fee based discretionary portfolio management service. I also help clients achieve their goals with education funding, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 7 and 63 securities licenses and licenses for life, accident and health insurance and variable annuities as well as a managed futures license. My bachelor's degree, summa cum laude is from the University of Bridgeport. I have also received extensive internal training in portfolio management while at Smith Barney and have earned the Wealth Advisor designation at UBS. My wife and I live in Bronxville New York.

Registered States:
  • CA
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • UT
  • VA
  • WI

Education

  • B.A., University of Bridgeport

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 713-2281

Email Me

What did the Fed say?

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.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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