Knowledge

• Over 35 years of financial services experience
• Member of the UBS President’s Council for the past 15 years
• Completed the extensive UBS Wealth Advisor program
• Series 7 and 66 securities licenses
• Life insurance license

Rob began his financial career as a Commodities Broker in 1979. To better service his clients, he began incorporating broader portfolio solutions as a Financial Advisor, becoming a Vice President in 1983 at E.F. Hutton and then a Senior Vice President in 1988 at Prudential Securities. He continued his practice at PaineWebber which was later acquired by UBS in 2000. He has also earned the UBS Wealth Advisor designation and is a member of the UBS President’s Council.

As the team’s senior member, Rob leads the team’s investment committee meetings, investment research and complex portfolio construction.

Rob and his wife, Andrea, are members of Tam O’Shanter Country Club and Temple Israel. Rob is a board member for the Michigan Jewish Sports Foundation benefitting the Karmanos Cancer Institute and a board member of Heart 2 Hart Detroit, a homeless support organization in Detroit. He and Andrea previously served as co-chairs of Henry Ford Health System’s "Derby In The D", which has raised more than $7 million for research on brain tumors, Parkinson’s, epilepsy and other neurological disorders. Rob and Andrea have four children and reside in Franklin. They enjoy golfing, bowling, swimming and traveling.

• Over 13 years of financial services experience
• Member of the 2015 class of UBS’s "Top 35 Under 35" Financial Advisors
• CERTIFIED FINANCIAL PLANNER^TM
• Michigan State University, B.A., finance
• Oakland University, Personal Financial Planning Certificate
• Series 7, 31 and 66 securities licenses
• Life, health and long-term care insurance licenses

Andy is deeply committed to providing comprehensive and holistic wealth management services to our multi-generational relationships. Andy specializes in qualitative and quantitative research, complex insurance strategies and municipal bond management.

Andy is an executive board member of the Michigan Region BBYO Board of Commissioners and founding board member of AJC-ACCESS Detroit. Andy, his wife, Erika, and their two children, Ethan and Lielle, live in Farmington Hills. Outside of the office, Andy enjoys cycling, basketball, tennis and spending time with family and friends.

• Over 12 years of financial services experience
• Member of the 2016 class of Oakland County's "Elite 40 Under 40"
• CERTIFIED FINANCIAL PLANNER^TM
• Accredited Domestic Partnership Advisor^SM
• Oakland University, B.S., finance
• Oakland University, Personal Financial Planning Certificate
• UBS Wealth Management Education Program
• Series 7, 31 and 66 securities licenses
• Life, health and long-term care insurance licenses

Rob previously served as the Financial Planning Coordinator for both the UBS Farmington Hills and Plymouth offices. During that time he obtained his CERTIFIED FINANCIAL PLANNER^TM designation and completed the Wealth Management Education Program through UBS.  His is also one of over 200 Accredited Domestic Partnership Advisors in the country.

Portfolio construction, advanced planning and philanthropic strategies are three areas that Rob specializes in. This focus on planning also includes addressing the unique financial planning needs of those in unmarried or same-sex domestic partnerships. He believes strongly in coordinating resources and creatively addressing our client’s charitable aspirations.

Rob, his wife, Summer, and their children, Sienna and Jackson, live in Rochester. He is a member of the Rochester City Council, serves as the council liaison to the City of Rochester Retirement Board, Rochester Historical Commission and the Rochester Area Youth Assistance (RAYA). He also serves as the Chair of the Board of Trustees for the Society of Applied Investing and Financial Education (SAIFE) at Oakland University, a student-led organization that provides real-world investment experience and develops financial literacy. Rob also enjoys the outdoors, exercise and competitive shooting.

• Over 30 years of financial services experience
• Series 7, 65 and 66 securities licenses

As a Senior Registered Client Service Associate, Mo (as everyone affectionately calls her) plays a critical role in ensuring that the needs of our clients are met. With her Series 7, 65 and 66 securities licenses, Mo strives to deliver a client service experience that consistently exceeds client expectations, along with entering client trade orders as needed. Her warm personality and excellent organizational skills add to her ability to quickly and efficiently respond to our clients’ needs and requests, making her a true asset.

From coordinating institutional trading accounts to providing concierge-level service, Mo has managed nearly every facet of the financial services industry. Her comprehensive professional experience translates to a high level of execution on behalf of our clients.

Mo has three children in high school. Outside the office, she enjoys reading, photography and travelling to Lake Michigan whenever possible.

• Over 22 years of financial services experience
• Series 7 and 63 securities licenses
• Life and health insurance licenses

Sheryl has 22 years of experience in the financial services industry, beginning at Shearson Lehman Brothers. She has worked with Howard for the last 11 years. Sheryl’s role as a member of the Levy, Rosen, Bocknek & Ray Wealth Consulting Group is to streamline our business workflow and work closely with clients to assist in creating a world-class client experience. In her spare time, Sheryl is a dedicated advocate for animal rescue efforts, volunteering for Almost Home, a no-kill shelter located in Southfield, MI.