Advice Built on experience
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, 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 earned the CERTIFIED FINANCIAL PLANNER™ designation 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.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Account Vice President |
Springfield, MA |
November 2008 - Present |
Merrill Lynch |
Assistant Vice President |
Springfield, MA |
June 1999 - November 2008 |
Licenses
- NMLS# 1221585
Registered States:
AK, AZ, CA, CO, CT, FL, GA, IL, IN, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY