Senior Wealth Strategy Associate
UBS Financial Services Inc.
Robert Ray is a partner of the Levy,
Bocknek & Ray Wealth Consulting Group at UBS Financial Services Inc. where
he specializes in asset management, complex planning and philanthropic
strategies. He and his team manage over $400 million in private and
institutional client assets and provide sophisticated financial planning
services. He is a certified financial planner and completed the Wealth
Management Education Program from UBS Financial Services Inc.
Ray serves as
board of trustees chairman for the Society for Applied Investing and Financial
Education at Oakland University. He was recently re-elected to his second
4-year term for the Rochester City Council. During his first term he cut taxes
and approved consecutive balanced budgets while supporting increased transparency.
His efforts led Rochester to receive a coveted "AAA" bond rating from Standard
& Poor's Rating Service, saving the community more than $1.5 million in
interest from a recent bond issuance. He served as the city council liaison for
the Rochester Historical Commission and Rochester Area Youth Assistance for
several years. He was president of the Social Philanthropists Foundation where
he helped young professionals get involved in their community. Ray was the
alumni speaker during Oakland University's spring 2012 Commencement. He
received his undergraduate degree from Oakland University in 2005.
The information presented here was accurate as of January 1, 2016.