Lasting relationships

Understanding what matters most to you

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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How UBS empowers our financial advisors

UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.

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Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Robert Giordano

Managing Director

Market Director
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Robert currently serves as the Market Executive in the Pacific Northwest Market for UBS. In this role, he collaborates with his branch managers, financial advisors and staff to drive business growth across Pacific Northwest.

Professional History

Prior to his current position, Robert was Dallas Fort Worth Region Market Director since 2023, and the Silicon Valley Market Head from June 2016 - January 2020 and was Branch Manager of the Carmel Valley, San Diego branch from Sept 2011- June 2016. He was named Branch Manager of the year in 2012 and ranked #1 in his branch revenue group for 3 straight years.

Robert has been with UBS entities for over 30 years. He started at PaineWebber in 1983, working as a Financial Advisor for 11 years before moving into management roles in the home office, regional and divisional roles until 2005. He moved on to the Branch Manager role for the Colorado Springs Complex (including Pueblo and Durango, CO) for 3 years and the Resident Branch Manager role in Boston for 3 1/2 years.

Education and Personal

Robert holds a degree in Finance from Iona College in New Rochelle NY. He also holds the CFP® and CIMA® designations. Robert is very active in the local community with the Rotary, Wounded Warriors and The Humane Society. He also helped to lead his employees at UBS in the local community with underprivileged children at the Monarch School and Junior Achievement. Robert is married to his wife Sarah and they currently reside in Seattle, Washington.
100 Crescent Court
Dallas, TX 75201

robert.giordano@ubs.com

Robert Giordano

100 Crescent Court,Dallas,TX,75201
Jesus Carlos

Authorized Officer

Associate Market Executive
View bio
- AK
- CA
- MA
- MT
- NV
- OR
- WA
Jesus is an Associate Market Executive, supporting the Pacific Northwest Market. His focus is on strategic-growth, financial advisor development, recruiting, and operational excellence. He joined UBS in 2021 and was a member of the 24’ cohort of the graduate talent program. Has been a strong advocate for veterans and the All-Bar-None networks, acting as Co-chair and Co-chief of staff respectively.

Prior to UBS, Jesus held senior noncommissioned officer roles in the US Army including training and founding reconnaissance forces in allied countries including Ukraine, Poland, Cameroon, and Afghanistan. His previous experience includes establishing the Harvard Undergraduate Veterans Organization, advocating for veterans applying to Harvard, and roles as a Teaching fellow at Harvard for Business, Finance, Economics, and Management. He has a life-long commitment to community service and has been on the ground floor of budgeting, organizing and managing communities’ relationship with active-duty service members.

Jesus has a BA of Economics from Harvard University. He is a commissioner of the Tacoma Human Services Commission. Teaching Fellow at Harvard University. In his free time Jesse is active in local politics, loves building his infant child’s library, anything economics, and weightlifting.
1145 Broadway Plaza
14th Floor
Tacoma, WA 98402

jesus.carlos@ubs.com

Jesus Carlos

1145 Broadway Plaza,Tacoma,WA,98402

Robert Giordano

Managing Director

Market Director
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Robert currently serves as the Market Executive in the Pacific Northwest Market for UBS. In this role, he collaborates with his branch managers, financial advisors and staff to drive business growth across Pacific Northwest.

Professional History

Prior to his current position, Robert was Dallas Fort Worth Region Market Director since 2023, and the Silicon Valley Market Head from June 2016 - January 2020 and was Branch Manager of the Carmel Valley, San Diego branch from Sept 2011- June 2016. He was named Branch Manager of the year in 2012 and ranked #1 in his branch revenue group for 3 straight years.

Robert has been with UBS entities for over 30 years. He started at PaineWebber in 1983, working as a Financial Advisor for 11 years before moving into management roles in the home office, regional and divisional roles until 2005. He moved on to the Branch Manager role for the Colorado Springs Complex (including Pueblo and Durango, CO) for 3 years and the Resident Branch Manager role in Boston for 3 1/2 years.

Education and Personal

Robert holds a degree in Finance from Iona College in New Rochelle NY. He also holds the CFP® and CIMA® designations. Robert is very active in the local community with the Rotary, Wounded Warriors and The Humane Society. He also helped to lead his employees at UBS in the local community with underprivileged children at the Monarch School and Junior Achievement. Robert is married to his wife Sarah and they currently reside in Seattle, Washington.
100 Crescent Court
Dallas, TX 75201

robert.giordano@ubs.com

Robert Giordano

100 Crescent Court,Dallas,TX,75201
Jesus Carlos

Authorized Officer

Associate Market Executive
View bio
- AK
- CA
- MA
- MT
- NV
- OR
- WA
Jesus is an Associate Market Executive, supporting the Pacific Northwest Market. His focus is on strategic-growth, financial advisor development, recruiting, and operational excellence. He joined UBS in 2021 and was a member of the 24’ cohort of the graduate talent program. Has been a strong advocate for veterans and the All-Bar-None networks, acting as Co-chair and Co-chief of staff respectively.

Prior to UBS, Jesus held senior noncommissioned officer roles in the US Army including training and founding reconnaissance forces in allied countries including Ukraine, Poland, Cameroon, and Afghanistan. His previous experience includes establishing the Harvard Undergraduate Veterans Organization, advocating for veterans applying to Harvard, and roles as a Teaching fellow at Harvard for Business, Finance, Economics, and Management. He has a life-long commitment to community service and has been on the ground floor of budgeting, organizing and managing communities’ relationship with active-duty service members.

Jesus has a BA of Economics from Harvard University. He is a commissioner of the Tacoma Human Services Commission. Teaching Fellow at Harvard University. In his free time Jesse is active in local politics, loves building his infant child’s library, anything economics, and weightlifting.
1145 Broadway Plaza
14th Floor
Tacoma, WA 98402

jesus.carlos@ubs.com

Jesus Carlos

1145 Broadway Plaza,Tacoma,WA,98402

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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UBS Group invested assets
As of 12/31/2024

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Lasting relationships

How UBS empowers our financial advisors

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