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

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.3 trillion

In invested assets globally 
As of 12/31/2021

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights