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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Bob is a Financial Advisor with over 30 years of experience in the financial services industry. He has developed a team of professionals with a knowledge of the markets and economic conditions. Bob introduces portfolio management strategies to the appropriate individuals, private corporations and institutions. He places great emphasis on developing a strategic asset allocation based on sound principals of risk and return. Bob, his wife, Janet, reside in Rochester, Michigan. An avid golfer, Bob is also active in church and local community fund-raising events.
Education
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Senior Vice President–Wealth Management
Bob is a Financial Advisor with over 30 years of experience in the financial services industry. He has developed a team of professionals with a knowledge of the markets and economic conditions. Bob introduces portfolio management strategies to the appropriate individuals, private corporations and institutions. He places great emphasis on developing a strategic asset allocation based on sound principals of risk and return. Bob, his wife, Janet, reside in Rochester, Michigan. An avid golfer, Bob is also active in church and local community fund-raising events.
Education
Credentials
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
