Knowledge, experience, leadership And the confidence to pursue your goals

Robert has over 32 years in the financial services industry and has developed an expertise in wealth management by adding value and controlling risk.  Robert's experience encompasses estate and retirement planning, life and long-term care insurance as well as annuities, providing mortgages and security-backed lending and educating clients through events and seminars.

Robert started his career as a Financial Advisor at Morgan Stanley Dean Witter in 1983.  In 1992 Robert transferred to Smith Barney Investments as a Senior Vice President. He developed a highly successful team of advisors who serviced pre-retirees of national companies ensuring their financial future.  In 2010 Robert was chosen as the as Broker of the Year for Morgan Stanley in San Diego.  He joined UBS in 2012 where he created a foundation for success through his commitment to professionalism and his strong personal relationships with clients.  

As a native of San Diego, Robert is a member of the FBI Academy, is an active member and fund raiser for The Rwandan Orphans Project helping hundreds of vulnerable children and enjoys running local races. 

Robert graduated from San Diego State where he earned his B.S. in Business Administration with an emphasis in finance. 

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President, Investments

San Diego

April 2012 - Present

Morgan Stanley

Senior Vice President, Investments

San Diego

March 2006 - April 2012

Smith Barney

Senior Vice President, Investments

San Diego

March 1992 - March 2006

Dean Witter

Financial Advisor

La Mesa

March 1984 - March 1992

Accomplishments

  • Morgan Stanley UTC Complex Financial Advisor of the year 2010

Education

  • B.S. Business Administration / Finance, San Diego State University

Licenses

  • Life, Variable, Nevada: 133531
  • Life, Variable, Accident and Health, New York : LA-10703010

Registered States:

AZ, CA, CO, FL, ID, IL, IN, KY, MO, NM, NV, NY, OH, OR, SD, TX, WA