Family. Wealth. For generations

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A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

Three generations in front yard

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Rob Levy

    Robert G. Levy

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA

    Experience makes all the difference:

    Rob began his financial career as a Commodities Broker in 1979. To better service his high-net worth clients, he began incorporating broader portfolio solutions as a Financial Advisor. He continued growing his practice at PaineWebber which was later acquired by UBS in 2000. Since then, he has earned the prestigious Wealth Advisor designation in addition to being a member of the UBS President’s Council. As the team’s senior member, Rob leads the team’s investment committee meetings, investment research and complex portfolio construction.

    Commitment to community:

    Rob is a board member of the Michigan Jewish Sports Foundation benefitting the Karmanos Cancer Institute. He was also a founding board member for Heart 2 Heart, a homeless support organization in Detroit. Rob and his wife, Andrea, also previously served as co-chairs of Henry Ford Health System’s “Derby in the D”, which has raised more than $7 million for research related to brain tumors, Parkinson’s, epilepsy, and other neurological disorders.

    Family comes first:

    Rob and Andrea have four adult children and split their time between Franklin, MI, and Boca Raton, FL. They enjoy golfing, pickelball, swimming and traveling.

     

    • Forbes Best-in-State Wealth Advisors , 2021, 2022
        Financial planning
        32300 Northwestern Highway
        Suite 150
        Farmington Hills, MI 48334
      • Howard Rosen

        Howard Rosen

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • DC
        • FL
        • GA
        • IL
        • IN
        • KS
        • MA
        • MD
        • MI
        • MN
        • MO
        • MT
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
              32300 Northwestern Highway
              Suite 150
              Farmington Hills, MI 48334
            • Andrew Bocknek

              Andrew Bocknek, CFP

              First Vice President–Wealth Management

              Financial Advisor

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              • AL
              • AZ
              • CA
              • CO
              • DC
              • FL
              • GA
              • HI
              • IL
              • IN
              • KS
              • MA
              • MD
              • MI
              • MN
              • MO
              • MT
              • NC
              • NJ
              • NM
              • NV
              • NY
              • OH
              • PA
              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
              • WA
              • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018
              • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019
              • Top 35 Under 35
                  32300 Northwestern Highway
                  Suite 150
                  Farmington Hills, MI 48334
                • Rob Ray

                  Robert J. Ray, CFP, CDFA, ADPA

                  Vice President–Wealth Management

                  CERTIFIED FINANCIAL PLANNER™

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                  • AL
                  • AZ
                  • CA
                  • CO
                  • DC
                  • FL
                  • GA
                  • HI
                  • IL
                  • IN
                  • KS
                  • MA
                  • MD
                  • MI
                  • MN
                  • MO
                  • MT
                  • NC
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • PA
                  • SC
                  • SD
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA

                  Experience makes all the difference:

                  Rob joined UBS in 2005 and has devoted his career to providing comprehensive financial planning.  In addition to being a CERTIFED FINANCIAL PLANNERTM, Rob is also a Certified Divorce Financial Analyst® and an Accredited Domestic Partnership AdvisorSM.  Rob is a goals-oriented planner focused on serving the often complex needs of individuals and multi-generational families.  These relationships are highlighted by financial planning, investment management and fiduciary support for trustees, conservators and retirement plan sponsors.

                  Commitment to community:

                  Rob is a graduate of Oakland University with a Bachelor of Science in Finance along with a Certificate of Personal Financial Planning from Oakland's School of Business Administration.  In his community, Rob previously served as Mayor of the City of Rochester along with chairing the city's Pension Board.  Rob is a proud Golden Grizzly and serves as a board member for the Oakland University Alumni Association and the Golden Grizzlies Champions Club.

                  Family comes first:

                  Rob, his wife Summer, and their children, Sienna and Jackson, live in Rochester.  Rob has coached soccer for both children and now serves as a Cub Scout Den Leader for Pack 902.  In his spare time, Rob enjoys the outdoors, golf and competitive shotgun shooting.

                    • Oakland University, Finance: 1997 - 2005
                    • Oakland University, Personal Financial Planning: 2005 - 2007
                    • CERTIFIED FINANCIAL PLANNER™
                    Multi-generational families
                    32300 Northwestern Highway
                    Suite 150
                    Farmington Hills, MI 48334
                  • Maureen Evans

                    Maureen Evans

                    Senior Client Associate

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                    • MI

                    As a Senior Registered Client Service Associate, Maureen plays a critical role in ensuring that the needs of our clients are met. With her Series 7, 65 and 66 securities licenses, Maureen strives to deliver a client service experience that consistently exceeds client expectations, along with entering client trade orders as needed. Her warm personality and excellent organizational skills add to her ability to quickly and efficiently respond to our clients’ needs and requests, making her a true asset. From coordinating institutional trading accounts to providing concierge-level service, Maureen has managed nearly every facet of the financial services industry. Her comprehensive professional experience translates to a high level of execution on behalf of our clients. Maureen has three children. Outside the office, she enjoys reading, photography and travelling.

                          32300 Northwestern Highway
                          Suite 150
                          Farmington Hills, MI 48334
                        • Sheryl Weinbaum

                          Sheryl Weinbaum

                          Client Associate

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                          • MI
                          • NC
                                32300 Northwestern Highway
                                Suite 150
                                Farmington Hills, MI 48334
                              Retirement planning

                              Retirement planning

                              Accessing resources. Delivering solutions.

                              Accessing resources. Delivering solutions.

                              Who we work with

                              Who we work with

                              2022 tax planning guide

                              For your financial well-being

                              Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

                              We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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                              Global leader

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                              Euromoney Private Banking and Wealth Management Survey, 2016-2022

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                              Euromoney Award for Excellence, 2020-2022