Bob Stone Email and Phone Number
Bob Stone work email
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Bob Stone personal email
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Bob Stone phone numbers
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.
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Principal - Senior Wealth AdvisorTelemus - Kovitz Mar 2005 - Present
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Partner And Relationship ManagerTelemus 2005 - PresentSouthfield, Mi, UsAt 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 with the Securities and Exchange Commission. Telemus capital has offices in Southfield, Ann Arbor, and Chicago.Telemus was created with the belief that our members deserve independent advice and a more disciplined and individualized approach than what is available from traditional financial services firms. Through a deep and thoughtful exploration process with a unique team of experts, we help you define what financial and personal achievement means to you and your family.Telemus is a Registered Investment Advisor (RIA) with approximately $3 billion in assets under management as of September 30, 2016. We have offices in Southfield Ann Arbor, MI, and Chicago.
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Sr. Vp InvestmentUbs Llc 1999 - 2005Zurich, Ch -
Sr. Vice President Of InvestmentsMerrill Lynch 1987 - 1999New York, Ny, Us
Bob Stone Skills
Bob Stone Education Details
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University Of MichiganEconomics -
Cranbrook
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Boston University
Frequently Asked Questions about Bob Stone
What company does Bob Stone work for?
Bob Stone works for Telemus
What is Bob Stone's role at the current company?
Bob Stone's current role is Partner and Relationship Manager @ Telemus | Investment Management, Wealth Management.
What is Bob Stone's email address?
Bob Stone's email address is ro****@****tal.com
What is Bob Stone's direct phone number?
Bob Stone's direct phone number is +124882*****
What schools did Bob Stone attend?
Bob Stone attended University Of Michigan, Cranbrook, Boston University.
What are some of Bob Stone's interests?
Bob Stone has interest in Road Biking, Collecting Antiques, Exercise, Sweepstakes, Home Improvement, Collecting Art, Reading, Gourmet Cooking, Sports, The Arts.
What skills is Bob Stone known for?
Bob Stone has skills like Estate Planning, Retirement Planning, 401 Retirement Savings Plans, Cash Balance, Captive Insurance, Profit Sharing, Defined Benefit, Financial Life Planning, General Insurance, Asset Management, Asset Protection, Investments.
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