Robert Allred, CFP, CPWA is a highly qualified and experienced Wealth Advisor at UBS Financial Services Inc. in Washington, DC. With extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning, Robert offers personalized wealth management services to his clients. He takes a customized approach to wealth management, focusing on building personal relationships and understanding the unique needs and aspirations of his clients. Robert leverages the advisory and investment brokerage capabilities of UBS, one of the world's largest wealth management firms, to help his clients confidently pursue their financial goals.
Recognized as one of Barron's Top 1,200 Financial Advisors in 2023 and Forbes Best-in-State Wealth Advisors in multiple years, Robert Allred is known for his expertise and dedication to his clients. He is a CERTIFIED FINANCIAL PLANNER practitioner and a Certified Private Wealth Advisor professional, specializing in advising High Net Worth and Ultra High Net Worth clients. Outside of his professional life, Robert enjoys spending time with his family, engaging in outdoor activities, and volunteering with the Leukemia Lymphoma Society.
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