Bobby Goldstein

Bobby Goldstein is a seasoned financial professional currently serving as the Senior Vice President of Wealth Management at UBS. With a career spanning decades, Bobby previously held senior positions at Merrill Lynch and Smith Barney, where they honed their expertise in wealth management and client financial planning. Beginning their journey at Prudential Securities under the mentorship of their grandfather, Bobby developed a strong foundation in investment strategies. Bobby earned a BA in Sociology from Tulane University.