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
    • TN
    • VA
    • VT
    • WA
    • WI

        • Chartered Retirement Planning Counselor
        16690 Swingley Ridge Road
        Suite 240-A
        Chesterfield, MO 63017
        robert.stoner@ubs.com
        Robert Stoner
        16690 Swingley Ridge Road,Chesterfield,MO,63017
      • 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.

              16690 Swingley Ridge Road
              Suite 240-A
              Chesterfield, MO 63017
              william.stoner@ubs.com
              William Stoner
              16690 Swingley Ridge Road,Chesterfield,MO,63017
            • 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
                    Three generations in apple orchard

                    Turn possibilities into a plan

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                    A leading global wealth manager

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                    The first 100 days

                    Is your portfolio ready?

                    In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                    We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                    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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