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
  • IL
  • IN
  • MN
  • MO
  • NC
  • ND
  • 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

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Turn possibilities into a plan

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A leading global wealth manager

White House

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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