Principal - Senior Wealth Advisor
Current
Telemus - Kovitz
Mar 2005 - Present
AeroLeads people directory · profile
Bob Stone Email & Phone Number
Partner and Relationship Manager @ Telemus | Investment Management, Wealth Management
at
Telemus
2 work emails found
@telemus.com
2 phones found area 248
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Relationship Manager @ Telemus | Investment Management, Wealth Management
Location
Detroit Metropolitan Area, United States, United States
Who is Bob Stone? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Bob Stone is listed as Partner and Relationship Manager @ Telemus | Investment Management, Wealth Management at Telemus, based in Detroit Metropolitan Area, United States, United States. AeroLeads shows a work email signal at telemus.com, phone signal with area code 248, and a matched LinkedIn profile for Bob Stone.
Bob Stone previously worked as Principal - Senior Wealth Advisor at Telemus - Kovitz and Partner and Relationship Manager at Telemus. Bob Stone holds Bachelor'S Degree, Economics from University Of Michigan.
Company email context
Email format at Telemus
This section adds company-level context without repeating Bob Stone's masked contact details.
*@telemus.com
71% confidence
AeroLeads found 2 current-domain work email signals for Bob Stone. Compare company email patterns before reaching out.
Profile bio
About Bob Stone
As a Partner and Relationship Manager at Telemus, an independent and unbiased Registered Investment Advisor, I have been helping high net worth individuals and families manage the complexities of their wealth for over 18 years. I have a wealth of experience in investment management, investment strategies, and wealth management services, as well as a deep understanding of the financial and personal goals of my clients.My approach is to listen to my clients and create a personalized financial life plan that covers every aspect of their financial lives, from asset allocation and tax and estate planning, to insurance and corporate executive services. I work with a team of specialists who provide the best advice and solutions for each client's unique needs. My mission is to enable my clients to lead an enriched life today and in the future, by providing them with independent, unbiased, and holistic financial guidance.
Listed skills include Estate Planning, Retirement Planning, 401 Retirement Savings Plans, Cash Balance, and 21 others.
Current workplace
Bob Stone's current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles · 39 years
Bob Stone work experience
A career timeline built from the work history available for this profile.
Partner And Relationship Manager
CurrentAt Telemus, we have a different perspective regarding our clients’ financial lives. We offer our members a holistic outlook far beyond just investment management, which we know will serve as the inspiration for a more enriched life. Telemus Capital is a division of Kovitz Investment Group Partners, LLC (Kovitz). Kovitz is an investment advisor registered.
2005 - Present
~21 yrs 5 mos
Sr. Vp Investment
1999 - 2005
~6 yrs
Sr. Vice President Of Investments
1987 - 1999
~12 yrs
3 education records
Bob Stone education
Bachelor'S Degree, Economics
University Of Michigan
Education record
Cranbrook
Education record
Boston University
FAQ
Frequently asked questions about Bob Stone
Quick answers generated from the profile data available on this page.
What company does Bob Stone work for?
Bob Stone works for Telemus.
What is Bob Stone's role at Telemus?
Bob Stone is listed as Partner and Relationship Manager @ Telemus | Investment Management, Wealth Management at Telemus.
What is Bob Stone's email address?
AeroLeads has found 2 work email signals at @telemus.com for Bob Stone at Telemus.
What is Bob Stone's phone number?
AeroLeads has found 2 phone signal(s) with area code 248 for Bob Stone at Telemus.
Where is Bob Stone based?
Bob Stone is based in Detroit Metropolitan Area, United States, United States while working with Telemus.
What companies has Bob Stone worked for?
Bob Stone has worked for Telemus - Kovitz, Telemus, Ubs Llc, and Merrill Lynch.
How can I contact Bob Stone?
You can use AeroLeads to view verified contact signals for Bob Stone at Telemus, including work email, phone, and LinkedIn data when available.
What schools did Bob Stone attend?
Bob Stone holds Bachelor'S Degree, Economics from University Of Michigan.
What skills is Bob Stone known for?
Bob Stone is listed with skills including Estate Planning, Retirement Planning, 401 Retirement Savings Plans, Cash Balance, Captive Insurance, Profit Sharing, Defined Benefit, and Financial Life Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial