Rob Messinger Email & Phone Number
Senior Vice President - Wealth Management - Financial Advisor - UBS Financial Services Inc. @ UBS Group AG
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Rob Messinger Location
- North Port, FL, US
Rob Messinger Work
- 1992 - now Senior Vice President - Wealth Management - Financial Advisor - UBS Financial Services Inc. @
- 1984 - 1992 Asst Vice President @
Rob Messinger Education
- Canon Financial Institute
CWS® (Wealth Management)
2016 - 2016 - The Institute for Divorce Financial Analysts
CDFA™ (Financial Aspects of Divorce)
2015 - 2015 - The American College of Financial Services
ChFC® (Financial Planning)
2011 - 2012 - The American College of Financial Services
CLU® (Insurance and Estate Planning)
2001 - 2003 - Institute of Business & Finance
CFS® (Financial Planning)
1995 - 1995 - College for Financial Planning
CFP® (Financial Planning)
1992 - 1994 - Xavier University - Williams College of Business
MBA (Finance & Tax)
1981 - 1983 - University of Evansville
BA (Education)
1976 - 1980 - North Central High School 1971 - 1975
Rob Messinger Skills
- Wealth Management
- Asset Allocation
- Investment Strategies
- Strategic financial planning
- Networking
- Customer Service
- Retirement Planning
- Philanthropy
- Problem solving
- Entrepreneurship
- Marketing communications
- Risk management
- Business Administration
- Portfolio Management
- Management
- Research
- Banking
- Strategy
Rob Messinger Summary
- Rob Messinger, based in North Port, FL, US, is currently a Senior Vice President - Wealth Management - Financial Advisor - UBS Financial Services Inc. at UBS. Rob Messinger brings experience from previous roles at Kidder Peabody. Rob Messinger holds a 2016 - 2016 CWS® in Wealth Management @ Canon Financial Institute. With a robust skill set that includes Wealth Management, Asset Allocation, Investment Strategies, Strategic financial planning, Networking and more. Rob Messinger has 3 emails and 1 mobile phone numbers on RocketReach.
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