How can you pursue what matters most?

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Young family at the beach

Keith Stein, CFP

Senior Vice President–Wealth Management

Financial Advisor

Personal & Community

  • High School Fastpitch Softball Coach
Registered States:
  • CA
  • CO
  • CT
  • FL
  • ID
  • IL
  • IN
  • LA
  • MN
  • MO
  • NC
  • ND
  • NE
  • NY
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Education

  • Bachelor of Science, Industrial Engineering, Iowa State University
  • M.B.A. Finance, William E. Simon School of Business, University of Rochester, Rochester

Credentials

  • CERTIFIED FINANCIAL PLANNER™
444 Cedar Street
Suite 2200
St Paul, MN 55101
  • (651) 298-1692

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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