News Summary
UBS Wealth Management has announced the hiring of Robert Lauer as a Financial Advisor in Franklin, Tennessee. With over 20 years of experience in financial services, Lauer aims to enhance UBS’s wealth management team, particularly in serving high-net-worth individuals and families. His arrival comes amid UBS’s efforts to strengthen its presence in the Southeast Region and improve client relations. Lauer joins alongside Client Service Associate Heather Pollina and will play a crucial role in expanding UBSโs capabilities in delivering personalized financial planning services.
Franklin, Tennessee – UBS Welcomes New Financial Advisor Robert Lauer
UBS Wealth Management has announced the hiring of Financial Advisor Robert (Bob) Lauer in Franklin, Tennessee, to enhance its wealth management team. Lauer is expected to contribute significantly to the UBS South Market, which is under the leadership of Market Executive Greg Achten.
Robert Lauer joins the team alongside Client Service Associate Heather Pollina and will report directly to Market Director Ryan McCann. The hiring aligns with UBS’s strategy to strengthen its services across the Southeast Region, which is overseen by Regional Director Julie Fox. The forecasts surrounding Lauer’s position indicate expectations of growth and improved client relations within the wealth management segment.
Lauer’s Background and Experience
Bringing over two decades of experience in the financial services industry, Robert Lauer previously spent more than 19 years with Merrill Lynch Wealth Management, where he developed a deep expertise in serving high-net-worth business owners and families. His specialties include comprehensive financial planning, cash flow management, and navigating investment matters. Lauer is also a Certified Financial Planner (CFPยฎ) and holds a Bachelorโs degree from Western Illinois University.
The addition of Lauer is seen as a vital move to further enhance the firmโs wealth management offerings to a client base that demands personalized service, particularly from those who have comprehensive financial goals that span multiple generations.
UBS’s Growth and Presence
UBS is recognized as a leading global wealth manager and universal bank, headquartered in Switzerland. Following its recent acquisition of Credit Suisse, UBS now manages an impressive $6.1 trillion in invested assets as of the fourth quarter of 2024. The firm operates across over 50 markets globally and is publicly listed on both the SIX Swiss Exchange and the NYSE.
With a robust client-centered focus, UBS continues to expand its presence and capabilities in the wealth management arena, aided by strategic hires like Robert Lauer. UBSโs asset management solutions and investment banking capabilities are expansive, ensuring client needs are met across various financial situations.
Conclusion
The arrival of Robert Lauer to UBS in Franklin, Tennessee not only signifies the firm’s commitment to enhancing its wealth management strategies but also aims at fostering enduring relationships with clients who require specialized financial planning and management services. As the financial landscape continues to evolve, having experienced professionals like Lauer on board is essential for UBS to achieve its operational objectives and maintain its status as a top-tier financial institution.
Deeper Dive: News & Info About This Topic
- Business Wire: UBS Hires Financial Advisor Robert Lauer in Franklin, Tennessee
- AdvisorHub: Tennessee Team Managing $600 Million Bids Adieu to UBS, Hello to LPL
- Investment News: LPL Adds $600M UBS Team in Tennessee
- Wikipedia: Wealth Management
- Forbes: Wealth Management Teams Best in State
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