Robert D'amato
About Robert D'amato
Robert D'Amato is a Certified Financial Planner and Senior Vice President of Wealth Management at UBS, specializing in comprehensive financial planning with a focus on retirement for affluent clients. He has over 25 years of experience in the financial services industry, having previously held positions at Merrill Lynch and AT&T.
Work at UBS
Robert D'amato has been employed at UBS since 2012, holding the position of Certified Financial Planner (CFP) and Senior Vice President in Wealth Management. He operates out of Short Hills, NJ, where he focuses on providing comprehensive financial planning services. His work primarily emphasizes retirement planning for affluent clients, leveraging his extensive experience in the financial sector.
Previous Experience at Merrill Lynch
Prior to his tenure at UBS, Robert D'amato worked at Merrill Lynch from 1995 to 2012. In his role as a Certified Financial Planner and Senior Vice President - Investments, he gained significant expertise in investment strategies and client management. His 17 years at Merrill Lynch contributed to his professional development and understanding of wealth management.
Career Background at AT&T
Robert D'amato began his career at AT&T, where he served as a Manager from 1990 to 1995. This five-year experience provided him with foundational management skills and insights into corporate operations, which he later applied in the financial services industry.
Education and Expertise
Robert D'amato holds a Master of Business Administration (M.B.A.) from St. John's University, where he studied Management from 1992 to 1996. He also earned a Bachelor of Science (B.S.) in Finance from Lehigh University, studying from 1986 to 1990. His educational background supports his expertise in financial planning and management.
Certified Financial Planner Certification
Robert D'amato is a Certified Financial Planner professional, having received his certification from the Certified Financial Planner Board of Standards, Inc. This designation signifies his commitment to the financial planning profession and his ability to provide comprehensive financial advice to clients.