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
      • 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
            • 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

                    Focus on liquidity management

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                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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                    As of 11/07/2023

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