Lori Robinson

Lori Robinson Email and Phone Number

First Vice President - Wealth Management, USA | Wealth Advisor @ UBS Financial Services, Inc.
California, United States
Lori Robinson's Location
San Diego County, California, United States, United States
Lori Robinson's Contact Details

Lori Robinson personal email

n/a

Lori Robinson phone numbers

About Lori Robinson

Lori is First Vice President - Wealth Management, USA and a senior partner of the DelVecchio Group at UBS. As a leader of this three-member wealth management team, Lori and her partners oversee approximately $350 million in assets. Lori has been implementing financial planning strategies for clients for more than 25 years. With extensive experience in retirement , education, and estate planning strategies, Lori takes the lead in sustaining the team's integrated approach to client relationships. In practice this means listening to each client's distinctive set of needs, and then creating a comprehensive wealth management plan that matches their personal objectives. Based out of San Diego, California, she is often recognized for her experience in helping women who face a distinctive or changing set of personal circumstances to effectively manage and grow their financial assets. Lori is passionate about giving back to her community in San Diego. She is a member of the Estates and Trust Executive Committee at Rady Children’s Hospital, the largest pediatric care facility in California. She is also involved with Friends of Downtown San Diego, an organization committed to enhancing their local community through service, education, and fellowship./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Lori Robinson's Current Company Details
UBS Financial Services, Inc.

Ubs Financial Services, Inc.

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First Vice President - Wealth Management, USA | Wealth Advisor
California, United States
Website:
nyftyfitness.com
Employees:
28
Lori Robinson Work Experience Details
  • Ubs Financial Services, Inc.
    First Vice President - Wealth Management, Usa | Wealth Advisor
    Ubs Financial Services, Inc.
    California, United States
    View
  • Ubs Financial Services, Inc.
    First Vice President - Wealth Management, Usa | Wealth Advisor
    Ubs Financial Services, Inc. Jan 2016 - Present
    12220 El Camino Real Suite 400 San Diego Ca 92130
    As a senior partner with the DelVecchio Group, Lori has been implementing financial planning strategies for clients for more than 25 years. With extensive experience in retirement, education, and estate planning strategies.
    View
  • Morgan Stanley Wealth Management
    First Vice President | Wealth Advisor/The Delvecchio Group
    Morgan Stanley Wealth Management Nov 2004 - Jan 2016
    University Towne Center San Diego

Lori Robinson Skills

Retirement Planning Wealth Management Financial Planning Portfolio Manager

Lori Robinson Education Details

  • San Diego State University-California State University
    San Diego State University-California State University
    Business Administration / Finance

Frequently Asked Questions about Lori Robinson

What company does Lori Robinson work for?

Lori Robinson works for Ubs Financial Services, Inc.

What is Lori Robinson's role at the current company?

Lori Robinson's current role is First Vice President - Wealth Management, USA | Wealth Advisor.

What is Lori Robinson's email address?

Lori Robinson's email address is lo****@****ssb.com

What is Lori Robinson's direct phone number?

Lori Robinson's direct phone number is (888) 454*****

What schools did Lori Robinson attend?

Lori Robinson attended San Diego State University-California State University.

What skills is Lori Robinson known for?

Lori Robinson has skills like Retirement Planning, Wealth Management, Financial Planning, Portfolio Manager.

Who are Lori Robinson's colleagues?

Lori Robinson's colleagues are Ethan Harro, Flloyd Rewa.

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