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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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.

  • RG

    Robert Giordano

    Managing Director

    Market Director

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    • 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
        • David

          David Wright

          Director

          Market Administrative Officer

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          • AK
          • AL
          • AR
          • DC
          • FL
          • HI
          • ID
          • IN
          • MA
          • MD
          • ME
          • MI
          • MT
          • NE
          • NH
          • NJ
          • OK
          • OR
          • PA
          • SD
          • UT
          • VT
          • WA

          David Wright is the Administrative Manager for the Pacific Northwest Market and is responsible for the operations, compliance and administrative functions of the Market. David has been in the financial services industry over 10 years and joined UBS in 2016. He holds a B.A. in Finance from the University of Washington. David also holds FINRA licenses Series 7,66, 9 and 10 as well as Washington State insurance licenses.

          David grew up in Jamaica, migrated to the United States in 2000 and currently resides in Bellevue, Washington. He enjoys snowboarding, playing football, hiking and traveling.

                225 108th Avenue NE
                Suite 800
                Bellevue, WA 98004
                davidmichael.wright@ubs.com
                David Wright
                225 108th Avenue NE,Bellevue,WA,98004
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              The first 100 days

              Is your portfolio ready?

              In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

              We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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