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Robert Edmunds
Robert Edmunds, CFP®, CRPC®
Financial Advisor
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Retirement Planning Counselor (CRPC®)
55 William Street
3rd Floor
Wellesley, MA 02481
781-446-8914
855-576-0396 fax
robert.edmunds@ubs.com

As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come.  

Investment Insights
My Perspective
Managing Your Wealth at UBS: One essential conversation Managing_Your_Wealth_at_UBS.pdf (651kb)
Retirement Goal Checkup Profile ret_exploration_ques.pdf (763kb)
The New Roth Revolution roth_revolution.pdf (326kb)
The Decade Ahead the_decade_ahead.pdf (1778kb)
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