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$6.9 trn
UBS Group invested assets
As of 10/29/2025
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Financial Advisor
CA Insurance Lic# 0L84307
Robert joined UBS in 2008 after spending the prior 9 years at Merrill Lynch. With a career as a financial advisor starting in 1999 he has advised clients through the tech boom and bust; the lost decade; the market meltdown of 2008-2009 and the Great Recession.
Through his broad experience Robert is able to provide clients with a realistic perspective on building wealth, generating income streams, analyzing insurance needs, and effective tax planning strategies, all through the creation of a financial plan. Robert's clients consist of business owners, professionals, retirees, their children, and new referrals. His continued success and longevity serving clients in financial services comes from a daily commitment to patience, concern, empathy, and a genuine interest in the markets.
Robert holds the series 7 and 66 securities licenses, as well as life, health, long –term care, and mortgage license. Furthermore, Robert obtained the CERTIFIED FINANCIAL PLANNER® certification in 2004. He is also a graduate of Eastern Connecticut State University with a Bachelor of Science in Business.
Robert lives in Westfield, MA with his wife Beth and their two daughters. He enjoys golfing, fishing and spending time with family.
Education
Credentials
Financial Advisor
CA Insurance Lic# 0L84307
Robert joined UBS in 2008 after spending the prior 9 years at Merrill Lynch. With a career as a financial advisor starting in 1999 he has advised clients through the tech boom and bust; the lost decade; the market meltdown of 2008-2009 and the Great Recession.
Through his broad experience Robert is able to provide clients with a realistic perspective on building wealth, generating income streams, analyzing insurance needs, and effective tax planning strategies, all through the creation of a financial plan. Robert's clients consist of business owners, professionals, retirees, their children, and new referrals. His continued success and longevity serving clients in financial services comes from a daily commitment to patience, concern, empathy, and a genuine interest in the markets.
Robert holds the series 7 and 66 securities licenses, as well as life, health, long –term care, and mortgage license. Furthermore, Robert obtained the CERTIFIED FINANCIAL PLANNER® certification in 2004. He is also a graduate of Eastern Connecticut State University with a Bachelor of Science in Business.
Robert lives in Westfield, MA with his wife Beth and their two daughters. He enjoys golfing, fishing and spending time with family.
Education
Credentials
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
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