Robert J. Hobson is a Financial Advisor with over a decade of experience advising high net worth families, business owners, professional athletes, entertainers, and middle-class families seeking a more intentional approach to their finances.

Robert and his team’s approach is rooted in thoughtful listening, strategic insight, and an unwavering commitment to excellence. As trusted advisors, they take pride in simplifying complexity and helping clients make well-informed decisions for their families, their businesses, and their futures. Guided by his grandfather’s maxim, -“The only information that can harm you is the information you do not have," Robert and his team operate with a philosophy grounded in education, transparency, and trust.

Robert graduated from The Pennsylvania State University with a Bachelor of Science in Finance and holds the Chartered Retirement Planning Counselor™™ (CRPC®) and Accredited Wealth Management Advisor™ (AWMA®) designations, along with a Certificate in Financial Planning from Penn State.

A native of Pittsburgh, Pennsylvania, Robert remains deeply connected to his community. He has volunteered with the Military Advocacy Group in partnership with Guardian Angels Medical Service Dogs and previously contributed through Pittsburgh Cares, a nonprofit advancing civic engagement in the region. Robert has also voluntarily provided financial consulting at Helping Up Mission, a faith-based homelessness alleviation and addiction recovery organization in Baltimore, Maryland. He is a member of The Economic Club of Pittsburgh, the American Finance Association, the American Bankers Association, and serves as a committee member of UBS’s Young Professionals Network.

• – Present
  Wealth Management Advisor
  UBS Financial Services, Inc.

• Bachelor's — Finance
  Pennsylvania State University
  United States

  Additional Credentials:

   

  -Accredited Wealth Management Advisor™, AWMA®

  
  -Chartered Retirement Planning Counselor™, CRPC™

   

  -ABA Certificate of Business and Commercial Lending

• Business Succession Planning
• Capital Markets Advisory
• Commercial Lending Solutions
• Securities-Backed Lending
• Strategic Financial Guidance
• Tax-Aware Investment Strategies
• Risk Management
• Concentrated Stock Strategies
• Holistic Wealth Planning
• Portfolio Management
• Asset Allocation Strategy
• Personal Financial Planning
• Retirement Planning
• Estate Planning Concepts
• Cash-Flow Analysis
• Credit Analysis
• Lending Structuring
• Market Research & Economic Analysis
• High-Net-Worth Advisory
• Client Relationship Management

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