Bob Stone
Partner and Relationship Manager at Telemus | Detroit Metropolitan Area
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As a Partner and Relationship Manager at Telemus, Bob Stone brings over 18 years of dedicated experience in investment management and wealth advisory services, specializing in high net worth individuals and families. His role transcends traditional investment strategies; Bob is committed to delivering a holistic financial perspective that encompasses not only asset management but also wealth preservation and accumulation. At Telemus, he leads key projects that focus on developing customized financial plans that align with clients' unique life goals and aspirations. This includes comprehensive strategies for 401(k) retirement savings plans and qualified retirement plans, ensuring that clients are well-prepared for their financial futures.
Bob's expertise lies in navigating the complexities of wealth management, where he employs a client-centric approach to build lasting relationships based on trust and transparency. His proficiency in financial services allows him to guide clients through various market conditions, helping them make informed decisions that enhance their financial well-being. By leveraging his skills in profit sharing and asset management, Bob empowers clients to achieve their financial objectives while fostering a sense of security and peace of mind.
At Telemus, Bob is not just a financial advisor; he is a partner in his clients’ journeys toward enriched lives. His passion for helping clients understand the broader implications of their financial decisions sets him apart in the industry, making him a valuable asset to both the firm and its clientele. With a focus on innovative solutions and a commitment to excellence, Bob Stone continues to redefine what it means to be a trusted advisor in the ever-evolving landscape of wealth management.
Partner and Relationship Manager at Telemus in January 2005 to Present
Principal - Senior Wealth Advisor at Telemus - Kovitz in March 2005 to Present
Sr. VP Investment at UBS LLC in January 1999 to January 2005
Sr. Vice President of Investments at Merrill Lynch in January 1987 to January 1999
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Relationship Building
Investment Advisory
Business Development
Estate Planning
Financial Life Planning
Wealth Management
Retirement Planning
401(k) Retirement Savings Plans
General Insurance
Asset Management
Asset Protection
Investments
Finance
Investment Strategies
Financial Services
Strategic Planning
Due Diligence
Portfolio Management
Financial Analysis
Mutual Funds
Alternative Investments
Asset Allocation
Investment Management
Management
Profit Sharing
Defined Benefit
Holistic Financial Planning
Wealth Preservation
Wealth Accumulation
Qualified Retirement Plans
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Discover more about TelemusWhat is Bob Stone email address?
Email Bob Stone at [email protected] and [email protected]. This email is the most updated Bob Stone email found in 2026.
What is Bob Stone phone number?
Bob Stone phone number is +15129443086 and +15074403247.
How to contact Bob Stone?
To contact Bob Stone send an email to [email protected] or [email protected]. If you want to call Bob Stone try calling on +15129443086 and +15074403247. (updated on October 31, 2024)
What is Bob Stone net worth?
Bob Stone has an estimated net worth of $2,500 to $24,999
What company does Bob Stone work for?
Bob Stone works for Telemus
What is Bob Stone's role at Telemus?
Bob Stone is Partner and Relationship Manager
What industry does Bob Stone work in?
Bob Stone works in the Financial Services industry.
Bob Stone Email Addresses
Bob Stone Phone Numbers
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