Let's move forward. Together.

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Robert Stoner

    Robert Stoner

    Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CO
    • FL
    • IA
    • IL
    • IN
    • KS
    • MI
    • MN
    • MO
    • NC
    • NV
    • OH
    • VA
    • VT
    • WA
    • WI

        • Chartered Retirement Planning Counselor
        17107 Chesterfield Airport Rd
        Suite 200
        Chesterfield, MO 63005
        robert.stoner@ubs.com
        Robert Stoner
        17107 Chesterfield Airport Rd,Chesterfield,MO,63005
      • William Stoner

        William Stoner

        Senior Wealth Strategy Associate

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        • CO
        • FL
        • IL
        • IN
        • KS
        • MN
        • MO
        • NC
        • NV
        • OH
        • VA
        • VT
        • WI

        Bill has over 45 years of experience in the financial services industry.  Prior to joining UBS, Bill spent 27 years advising and providing wealth management guidance to clients at Merrill Lynch.  Bill is a 1968 graduate of DePauw University in Green Castle, Indiana.  He is an avid fisherman, active in his church, enjoys traveling with his wife and spending time with children and eight grandchildren.

              17107 Chesterfield Airport Rd
              Suite 200
              Chesterfield, MO 63005
              william.stoner@ubs.com
              William Stoner
              17107 Chesterfield Airport Rd,Chesterfield,MO,63005
            • Amy Krimmel

              Amy Clark

              Senior Client Associate

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                Prior to joining UBS, Amy worked alongside Rob and Bill at Merrill Lynch.  Amy has 16 years of experience in the financial services industry.  She enjoys reading, spending time with her family and is very active in her daughter's school and sports activities.

                      17107 Chesterfield Airport Rd
                      Suite 200
                      Chesterfield, MO 63005
                      amy.krimmel@ubs.com
                      Amy Clark
                      17107 Chesterfield Airport Rd,Chesterfield,MO,63005

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                    Global Wealth Report 2024

                    Crafted wealth intelligence

                    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                    Gain additional insights into the trends shaping wealth in the US and around the world.

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                    $5.8+ trn

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                    As of 03/31/2024

                    51 countries

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                    UBS is a leading and truly global wealth manager

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