Robert Coussens
About Robert Coussens
Robert Coussens serves as Senior Vice President at UBS Financial Services Inc., where he co-founded the Vista Group to enhance wealth management solutions. With 25 years of experience, he specializes in personalized financial services for business owners and individuals with complex estates.
Work at UBS
Robert Coussens has been employed at UBS Financial Services Inc. since 1999, serving as Senior Vice President for 25 years. He operates out of the Portland, Oregon Area and has played a significant role in the company's wealth management division. His responsibilities include providing personalized wealth management solutions tailored to business owners, executives, and individuals with complex estates. Coussens co-founded the Vista Group at UBS with Jon Levine to specifically address the complexities associated with wealth management.
Education and Expertise
Robert Coussens possesses extensive expertise in wealth management, focusing on personalized financial solutions. His qualifications enable him to assess financial goals, create financial plans, review insurance needs, and evaluate estate plans and tax situations. Coussens leads a team of nine professionals at Vista Group, leveraging their diverse experiences to enhance service delivery and client satisfaction.
Background
Coussens co-founded the Vista Group at UBS to tackle the complexities of wealth management. His experience spans over two decades in the financial services industry, where he has developed a comprehensive understanding of the needs of high-net-worth clients. His work involves collaborating with clients to navigate their financial landscapes effectively.
Achievements
Throughout his career at UBS, Robert Coussens has established a reputation for providing tailored wealth management solutions. He has successfully registered to provide financial services across multiple states, including Alaska, Arizona, California, and others. This broad registration allows him to serve a diverse clientele and address their unique financial needs.