Bob Stone
Bob Stone is one of the original Founding Partners of Telemus Capital, an independent, unbiased registered investment advisory firm. He works with Telemus clients to help them develop financial goals and investment strategies for the near to long term. Bob has more than 35 years of investment and financial industry experience and has helped clients weather a wide variety of market situations across all stages of life. He has a wealth of experience in investment management, investment strategies, and wealth management services. Prior to Telemus, he served as Senior Vice President of Investments for UBS and Merrill Lynch.
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
CURRENT AFFILIATIONS
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.
EARLY CAREER
Bob has more than 30 years of investment and financial industry experience.
He specializes in estate planning, retirement planning, wealth management, investment management, asset management, and insurance, among others.
He was a Senior Vice President of Investment at UBS and Merrill Lynch.