Robert Morehead
About Robert Morehead
Robert Morehead is a Wealth Strategy Associate at UBS, where he has worked since 2022. He previously held positions at Merrill Edge and UBS, and he earned a Bachelor's degree in Business Administration and Management, Public Policy, and Economics from The George Washington University School of Business.
Current Role at UBS
Robert Morehead currently serves as a Wealth Strategy Associate at UBS, a position he has held since 2022. He works in Northbrook, Illinois, where he focuses on providing tailored wealth management strategies to clients. His role involves analyzing client needs and developing comprehensive financial plans to help clients achieve their financial goals.
Previous Experience at UBS
Prior to his current role, Robert Morehead worked at UBS as a Registered Client Service Associate from 2021 to 2022. In this position, he supported client service operations and assisted clients with their inquiries and account management needs. His experience at UBS contributed to his understanding of wealth management and client relations.
Experience at Merrill Edge
Robert Morehead has a background in financial services from his time at Merrill Edge. He worked as a Financial Service Representative from 2019 to 2020 and as a Financial Solutions Advisor for eight months in 2020. Both roles were based in Rolling Meadows, Illinois, where he provided financial advice and support to clients.
Education and Expertise
Robert Morehead earned a Bachelor's degree in Business Administration and Management, Public Policy, and Economics from The George Washington University School of Business. He studied from 2014 to 2018, gaining a comprehensive understanding of business principles and economic policies, which he applies in his current role in wealth management.