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Robert E. Messinger, CFS, CLU, ChFC, CDFA, CWS

Senior Vice President–Wealth Management

Financial Advisor

Rob’s career in the financial industry began with Kidder, Peabody & Co. in 1984, a privately held investment firm. He has been with UBS since 1992.  Rob’s success in the industry has led him to receive top honors in UBS’ recognition programs on a regular basis.

As a Financial Advisor, for more than 34 years, Rob is dedicated to understanding his client’s values and goals.  Through an indepth discovery process and commitment to on-going communication, he creates a unique investment plan that emphasizes asset allocation. Rob takes the time to ensure his clients understand the strategies behind each recommendaiton, so they remain informed and actively involved in their own financial success. 

Working with his clients’ accountants and attorneys, he helps clients navigate the sometimes complex financial decisions in their lives in a tax-efficient manner.  This helps them to grow, preserve and transfer their wealth.

Rob works with a diverse client base and  holds the following designations: Certified Fund Specialist (CFS), Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA) and Certified Wealth Strategist (CWS).

Rob grew up in Indianapolis, IN.  He earned a BA in Business Education from the University of Evansville and an MBA in Finance and Tax from Xavier University.   Upon graduating, he moved to Cincinnati, OH where he lived for 37 years until his recent move to Sarasota, FL in 2017.

Rob and his wife, Minoo have two grown children.   Their son, Jason, is a Radiologist and their daughter, Jaime, is his business partner. He also has two dogs and a cat – Miss Jasmine, Juju, and Puma.

In his free time, he likes taking walks with his best friend, Miss Jasmine.  He also enjoys attending car shows, target shooting and watching movies.

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MD
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • WA
  • WI

Education

  • Studied estate planning strategies, The Liberty Institute
  • Studied strategies for Financial Planning, College of Financial Planning
  • M.B.A., Xavier University

Credentials

  • Certified Divorce Financial Analyst®
  • Certified Fund Specialist®
  • Certified Wealth Strategist®
  • Chartered Financial Consultant
  • Chartered Life Underwriter®
1819 Main Street
Suite 900
Sarasota, FL 34236
  • (941) 364-7227

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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.

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In invested assets globally 
As of 06/30/2022

51 countries

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