UBS Wealth Management US has announced that Belin Robertson has joined the firm as a Financial Advisor. He will be based in the UBS Irvine office, which is part of the firm’s Pacific Desert Market, led by Market Executive Justin Frame.
With more than 25 years of industry experience, Belin specializes in complex trust matters and sophisticated planning around liquidity events for clients and their families. He joins UBS after working for the past three years with Wilmington Trust. He previously spent a large portion of his career at other major firms such as Merrill Lynch and Neuberger Berman.
“We are thrilled to welcome Belin Robertson to UBS. With his extensive experience in intricate trust issues and advanced financial planning, we are confident that he will be a valuable asset to our firm and our clients in the Pacific Desert Market,” said Howard Woo, Irvine Market Director at UBS. “Belin’s expertise and dedication to client success align perfectly with our commitment to providing exceptional financial advice and solutions. We look forward to the positive impact he will have on our team and the personalized service he will offer to our clients.”
Belin earned his M.B.A. from the University of Southern California Marshall School of Business in Los Angeles, California, and has his Bachelor of Arts in History with Honors from Lehigh University in Bethlehem, Pennsylvania. He holds Series 7, 63, and 65 securities licenses as well as his California life insurance license #0G49163.
Source: Business Wire
