Robert Levy - UBS Financial Services Inc. in Farmington Hills, MI is a highly experienced and reputable wealth management firm. Led by Senior Vice President Robert Levy, the team provides personalized financial planning and investment strategies to guide clients through major life events and help them preserve and pass on their wealth. With over 35 years of financial services experience, Robert Levy is a member of the UBS President's Council and has completed the extensive UBS Wealth Advisor program, demonstrating his expertise in the field. The team's approach goes beyond investments, encompassing all aspects of clients' financial lives.
Recognized for their excellence, Robert Levy and his team have been named Forbes Best-in-State Wealth Advisors for multiple years. They are dedicated to making a real impact in the lives of their clients and are actively involved in their community, serving on various boards and supporting charitable organizations such as the Michigan Jewish Sports Foundation and Heart 2 Hart Detroit. With a passion for golfing, bowling, swimming, and traveling, Robert Levy and his wife, Andrea, reside in Franklin and are committed to providing exceptional wealth management services to their clients.
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