Let's move forward. Together.


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.

Adult couple on cell phone

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 Swanson

    Robert Swanson

    Executive Director

    Market Director

    • image
    • image
    • image
    • CA
    • CT
    • FL
    • MA
    • NJ
    • NY

    Robert is an Executive Director and Market Director responsible for leading the UBS wealth management businesses in Buffalo and Jamestown, NY. Robert joined UBS in 2006 and held a variety of leadership roles throughout his tenure at the firm. He began his UBS career as an investment analyst in our New York headquarters office working with industry leading Financial Advisors and high net worth clients on investment planning and portfolio construction. Robert then ascended into leadership roles where he served as a Sales Manager and Assistant Complex Director in New York City. In May 2015, Robert was promoted to Branch Manager in Westport, CT and most recently served as the Branch Manager of our Paramus, NJ office.

    Prior to UBS, Robert was a regional sales specialist for Dreyfus Investments with responsibilities for mutual fund and separately managed account sales. Originally from Upstate New York, Robert began his career as a Financial Planner at Sagemark Consulting in Rochester, NY. 

    Robert received a Bachelor's degree in Economics from the University at Buffalo and a Master of Science in Finance from Simon Business School at the University of Rochester. 

    Robert has earned the Certified Financial Planner™ (CFP®), Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations. He also holds the Series 3, 7, 9, 10, 63 & 65 securities licenses and state Life & Health Insurance licenses.

    Robert lives in Pittsford, NY with his wife, Jaclyn and their two sons. In his free time he enjoys spending time with his family, skiing and golf. Robert also enjoys giving back to the community in various ways. He most recently served as a mentor with the American Corporate Partners organization which provides mentorship and career coaching to transitioning military veterans. 

          250 Delaware Avenue
          Suite 610
          Buffalo, NY 14202
        • Peter Bishop

          Peter Bishop


          Admin Manager

          • image
          • image
          • AL
          • AR
          • DC
          • FL
          • HI
          • IN
          • MA
          • MD
          • ME
          • MI
          • MT
          • NE
          • NH
          • NJ
          • NY
          • OK
          • OR
          • PA
          • UT
          • VT

          Peter collaborates with market administrative leadership and team associates to enable them to deliver memorable service experiences to both internal and external clients. He does this by leveraging his experience in leadership, coaching, management, and sharing best practices. Peter joined UBS in 2008 as an Associate Director with responsibilities also including operations management and supervisory/compliance duties. Prior to this, he was with Citi-Smith Barney in the metro NYC area for seven years as a risk aversion specialist responsible for partnering with Sales Management and Citibank channel financial advisors to grow and protect their businesses. Peter has an undergraduate degree in Business Management and Marketing from Cornell University in Ithaca, NY. He also holds a life and health insurance license. Peter currently resides in the Rochester area.

                400 Linden Oaks
                Rochester, NY 14625
              • Linda Ashton

                Linda Ashton

                Branch Office Administrator

                • image
                • image

                  Linda brings 35 years of experience in the financial services industry, starting in 1980 with Merrill Lynch then proceeded in 1985 to PaineWebber which was acquired by UBS Financial Services in 2000. Currently she provides dual roles, as the Executive Assistant to the New York State Complex Director and as of March 2021, Branch Office Administrator for the Buffalo, Jamestown branches, providing administrative and operational support. Linda enjoys working on DYI projects, card crafting, and spending time with family and friends. She currently resides in Rochester, NY and has a son, stepdaughter and two step grandchildren.

                        400 Linden Oaks
                        Rochester, NY 14625

                      Connecting you to the deep resources of UBS

                      By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                      Focus on liquidity management

                      CIO House View monthly livestream


                      UBS and Credit Suisse—stronger than ever

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $3.9 trillion

                      In invested assets globally 
                      As of 12/31/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager