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Head and Robinson promoted at UBS Financial Services

Tammy Head, with UBS Financial Services has been promoted to First Vice President - Wealth Management.  She is a Senior Portfolio Manager within the Portfolio Management Program and has been in the industry for over 30 years. Tammy is a member of UBS’ DC Advisory program, an investment advisory program designed to provide consulting services to defined contribution plan clients. She specializes in Corporations, hospitals and high net worth individuals. She has obtained her Charter Financial Consultant®, Chartered Life Underwriter® and her Chartered Retirement Planning Specialist® designations. Tammy is a private pilot and volunteers with the Civil Air Patrol Polaris Squadron.

Levi Robinson, an advisor with UBS Financial Services, has been promoted to Vice President - Wealth Management. Levi has progressed rapidly in his nine year career, achieving several designations: Certified Financial Planner®, Chartered Financial Consultant®, Wealth Advisor and Portfolio Manager. He spends his time helping families plan for the three stages of investing:  accumulation, preservation and wealth transfer. Levi was born and raised in Anchorage. He and his wife Blair have two children and enjoy exploring the outdoors in their Cessna 182.

 



UBS press release