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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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
Geopolitics, trade and your portfolio
In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.
Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
