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
    • IA
    • IL
    • IN
    • KS
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • WA

    An industry veteran since 1979, Rob began his financial career as a Commodities Broker.  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.

    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.

    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, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        Financial planning
        32300 Northwestern Highway
        Suite 150
        Farmington Hills, MI 48334
        robert.levy@ubs.com
        Robert G. Levy
        32300 Northwestern Highway,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
        • IA
        • IL
        • IN
        • KS
        • MA
        • MD
        • MI
        • MN
        • MO
        • MT
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • PA
        • SC
        • SD
        • TN
        • TX
        • VA
        • WA

        An industry veteran since 1981, Howard began his career at E.F. Hutton.  Two of his professional highlights are playing material roles in bringing both Sun Communities and Meadowbrook Insurance Group public.  Howard is a proud graduate of Eastern Michigan University.  In addition, Howard has completed an extensive consulting program at the Wharton School of the University of Pennsylvania.

        Howard's community involvement is extensive, having previously served as a Vice President of Tamarack Camps and now serving on their Special Advisory Board.  He also served for many years on the board of Temple Israel.  Howard is an avid tennis player at Detroit Tennis and Squash.  When not on the court, Howard and his wife, Iris, love spending time with their four children and five grandchildren.

        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Eastern Michigan University, Marketing: 1969 - 1973
          32300 Northwestern Highway
          Suite 150
          Farmington Hills, MI 48334
          howard.rosen@ubs.com
          Howard Rosen
          32300 Northwestern Highway,Farmington Hills,MI,48334
        • Andrew Bocknek

          Andrew Bocknek, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • DC
          • FL
          • GA
          • HI
          • IA
          • IL
          • IN
          • KS
          • MA
          • MD
          • MI
          • MN
          • MT
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • PA
          • SC
          • SD
          • TN
          • TX
          • VA
          • WA
          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
          • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
          • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

            • CERTIFIED FINANCIAL PLANNER™
            32300 Northwestern Highway
            Suite 150
            Farmington Hills, MI 48334
            andrew.bocknek@ubs.com
            Andrew Bocknek, CFP
            32300 Northwestern Highway,Farmington Hills,MI,48334
          • Rob Ray

            Rob Ray, CPWA, CFP, CEPA, CDFA, ADPA

            Vice President–Wealth Management

            Certified Private Wealth Advisor®

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

            An industry veteran since 2005, Rob is one of the partners of the Wealth Consulting Group and has devoted his career to providing comprehensive financial planning.

            Rob is a Certified Private Wealth Advisor® (CPWA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, a Certified Exit Planning Advisor (CEPA©), and an Accredited Domestic Partnership Advisor (ADPASM).  He is a goals-oriented planner with vast experience helping families make well-informed financial decisions at every stage of their lives.  He caters to established, multi-generational family wealth and those with a liquidity event on the horizon that will set their family on a similar path.

            Rob’s professional licenses include the Series 7, 65, 66, and 31 along with licenses for variable annuities, life, accident, and health insurances.

            His bachelor’s degree in Finance comes from Oakland University where he continues to serve his alma mater in two unique capacities.  Rob is the Secretary of the Oakland University Alumni Association, where the board provides counsel and advice to the Office of Alumni Engagement, University Advancement, President, and other members of university leadership.  He also serves as the Vice Chair of the Champions Club and liaison to the Men’s Basketball Team where he advocates for a comprehensive student-athlete experience that prepares them for life beyond the court.

            Rob, his wife, Summer, and their children, Sienna and Jackson, live in the City of Rochester.  With a passion for his community, he proudly served as Mayor for the City of Rochester, was the first Chair of the City of Rochester’s Pension/OPEB Board and served numerous other City-related organizations.  After choosing to not to run for another term, his constituents these days are the youth of Cub Scout Pack 902 where he serves as Cubmaster.

            • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            • Oakland University, Finance: 1997 - 2005
            • Oakland University, Personal Financial Planning: 2005 - 2007
            • Chicago Booth School of Business, Certified Private Wealth Advisor Program: 2023 - 2023
            • Certified Private Wealth Advisor®
            • CERTIFIED FINANCIAL PLANNER™
            • Certified Exit Planning Advisor
            • Accredited Domestic Partnership Advisor℠
            Multi-generational families
            Estate planning strategies
            Business succession
            Retirement Plan consulting
            Business owners
            Corporate executives
            32300 Northwestern Highway
            Suite 150
            Farmington Hills, MI 48334
            robert.ray@ubs.com
            Rob Ray, CPWA, CFP, CEPA, CDFA, ADPA
            32300 Northwestern Highway,Farmington Hills,MI,48334
          • Maureen Evans

            Maureen Evans

            Team Administrator

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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
                  maureen.evans@ubs.com
                  Maureen Evans
                  32300 Northwestern Highway,Farmington Hills,MI,48334
                • Sheryl Weinbaum

                  Sheryl Weinbaum

                  Client Associate

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                  • MI
                  • NC

                  Sheryl has 25 years of experience in the financial services industry, beginning at Shearson Lehman Brothers.  Sheryl’s role as a member of The Wealth Consulting Group is to streamline our business workflow and work closely with clients to assist in creating a world-class client experience.  In her spare time, Sheryl is a dedicated advocate for animal rescue efforts, volunteering for Almost Home, a no-kill shelter located in Southfield, MI.

                        32300 Northwestern Highway
                        Suite 150
                        Farmington Hills, MI 48334
                        sheryl.weinbaum@ubs.com
                        Sheryl Weinbaum
                        32300 Northwestern Highway,Farmington Hills,MI,48334

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