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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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.
Education
Credentials
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.
Education
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
