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$7 trn
UBS Group invested assets
As of 12/31/2025
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
Credentials
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
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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