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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
