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Robert Levin, MD, CFP

Senior Vice President,
UBS/Levin Wealth Management
Robert Levin

Robert Levin, MD, CFP

Senior Vice President,
UBS/Levin Wealth Management

Biography

Robert Levin began his Wall Street career in 2001 and is a former pharmaceuticals analyst and physician. Bob’s wealth management advisory practice focuses on the financial needs of physicians and healthcare executives. His clients rely on his team to navigate and serve as their primary resource through the complexities of the financial world. Bob takes pride in showing them a disciplined strategy to achieve their goals and conducting that process with the highest professionalism and integrity.

Bob grew up in Detroit and received his B.S. in 1981 and M.D. in 1985 from the University of Michigan. He completed a residency in pediatrics at the Children’s Hospital Los Angeles in 1988 and worked as a pediatrician until 2000. He then attended Johns Hopkins business school for one year and was a medical consultant to a venture capital fund. From 2001 – 2002, he worked as a pharmaceutical analyst at JP Morgan Chase in NYC before joining the Global Private Client Group at Merrill Lynch in Beverly Hills, CA, in June 2003. In 2006 he earned the CFP® certification by the Certified Financial Planner Board of Standards, Inc. In February 2016 Bob’s team moved to UBS Financial Services Inc. in Beverly Hills, CA.

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