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.

Two people talking overhead

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
    • SC
    • 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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        • AZ
        • 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

                    The circular economy: What is it?

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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