Senior Vice President–Wealth Management
My name is Rob Kendall and I am Senior Vice President of the Kendall Investment Group in Muskegon, Michigan.
Prior to joining UBS, I was a Commercial Lender for Huntington Bank for 10 years. A native of Muskegon, I earned a bachelor’s degree in Finance from Central Michigan University and an MBA from Grand Valley State University. I also hold certifications as a Chartered Retirement Planning Counselor and in Portfolio Management.
Since 1998, and over several market cycles, I have been helping my clients manage their resources by developing a custom financial plan. Through the consultative process, I will assist in developing that plan while saving for retirement and will also support you in managing your hard-earned dollars once in retirement. I provide customized portfolio management, lending for short-term and long-term needs, as well as joint consultation on estate planning and charitable giving. I work closely with your estate attorney and tax advisor to create a comprehensive team approach.
In addition to my career, my wife (Amy) and I enjoy traveling, golf, fishing and time with family. We live in Spring Lake, Michigan and are the proud parents of two grown boys – Kyle and Kaden.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
Senior Vice President–Wealth Management
My name is Rob Kendall and I am Senior Vice President of the Kendall Investment Group in Muskegon, Michigan.
Prior to joining UBS, I was a Commercial Lender for Huntington Bank for 10 years. A native of Muskegon, I earned a bachelor’s degree in Finance from Central Michigan University and an MBA from Grand Valley State University. I also hold certifications as a Chartered Retirement Planning Counselor and in Portfolio Management.
Since 1998, and over several market cycles, I have been helping my clients manage their resources by developing a custom financial plan. Through the consultative process, I will assist in developing that plan while saving for retirement and will also support you in managing your hard-earned dollars once in retirement. I provide customized portfolio management, lending for short-term and long-term needs, as well as joint consultation on estate planning and charitable giving. I work closely with your estate attorney and tax advisor to create a comprehensive team approach.
In addition to my career, my wife (Amy) and I enjoy traveling, golf, fishing and time with family. We live in Spring Lake, Michigan and are the proud parents of two grown boys – Kyle and Kaden.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
Wealth Strategy Associate
Sandra has over 23 years of experience in our industry and currently holds the Chartered Retirement Planning Counselor (CRPC®) designation.
A lifelong resident of Norton Shores, Sandra enjoys going to amusement parks, hiking with her dogs and spending time at the beach.
Credentials
Wealth Strategy Associate
Sandra has over 23 years of experience in our industry and currently holds the Chartered Retirement Planning Counselor (CRPC®) designation.
A lifelong resident of Norton Shores, Sandra enjoys going to amusement parks, hiking with her dogs and spending time at the beach.
Credentials
Client Associate
Amy joined UBS in 2018 after working over 30+ years at a major financial services firm. Amy is an integral part of the Kendall team covering numerous tasks such as opening & maintaining client accounts, assisting with online services, banking services, and other administrative items.
Amy and her husband Frank live in Grand Haven, MI and enjoy traveling, camping and spending time with family.
Client Associate
Amy joined UBS in 2018 after working over 30+ years at a major financial services firm. Amy is an integral part of the Kendall team covering numerous tasks such as opening & maintaining client accounts, assisting with online services, banking services, and other administrative items.
Amy and her husband Frank live in Grand Haven, MI and enjoy traveling, camping and spending time with family.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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