Experience

Robert currently serves as the Market Director in the Dallas Fort Wort Region for UBS.  In this role, he collaborates with his branch managers, financial advisors and staff to drive business growth across 6 branches.

Professional History

Prior to his current position, Robert was 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 Dallas, Texas.

Trey Morse is an Executive Director and Associate Market Executive at UBS.  With more than 20 years of experience in the wealth management industry, Trey is responsible for leading the UBS Plano and Fort Worth markets.

Trey was born and raised in Austin, Texas.  He received in Bachelor of Science in Healthcare Administration as well as a Master’s degree in Healthcare Administration from Texas State University. 

After seven years working in various specialties in the Healthcare industry, Trey began his wealth management career with Morgan Stanley in 2002.  Trey’s ability and desire to inspire and lead placed him in various management roles during his tenure at Morgan Stanley. 

Trey is excited about the next chapter in his career, working with and supporting financial advisors at UBS to achieve their desired goals.

Trey’s passion leading teams and supporting clients is only equaled by his dedication to his family.  He and his wife Kathy, live in Frisco, Texas and has three boys, Blake, Brayden and Brooks.