Bob Stone
Robert Stone is one of the original founding Partners and Senior Financial Life Advisor at Telemus Capital, an independent, unbiased Registered Investment Advisory firm. At Telemus, Bob helps members develop financial goals and investment strategies for the near to long term. In addition, he has also helped members with a variety of market situations across all stages of life. He has more than 28 years of investment and financial industry experience, including serving as Senior Vice President of Investments for UBS and Merrill Lynch. Bob specializes in estate planning, retirement planning, wealth management, investment management, asset management, and insurance, among others.
Bob Stone Professional Experience / Academic History
Professional Experience
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Partner, Senior Financial Life Advisor
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Senior Vice President of Investments
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Senior Vice President of Investments
Academic History
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Bachelor's Degree, Economics
At Telemus, Bob takes inventory of his clients’ assets and liabilities, and develops a personalized balance sheet.
He then reviews insurance and estate plan documents to make sure they reflect their long-term goals.
Finally, Bob develops a detailed financial and investment plan to help them lead an enriched life today and in the future.
Stone holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Michigan.
Bob Stone's Accomplishments
Series 63 and Series 65 Licenses
Bachelor's Degree - Economics, University of Michigan
Board of Directors, Karmanos Cancer Institute Detroit
Board of Directors, University of Michigan Hillel