Bob Stone Email & Phone Number
Senior Wealth Advisors @ Focus Partners Wealth
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Bob Stone Location
- Detroit, MI, US
Bob Stone Work
- Senior Wealth Advisors @ (January 2026 - Present)
- Principal - Senior Wealth Advisor @ (March 2024 - January 2026)
- Partner and Relationship Manager @ (February 2005 - March 2024)
- Sr. VP Investment @ (January 1999 - January 2005)
- Sr. Vice President of Investments @ (January 1987 - January 1999)
Bob Stone Education
- University of Michigan
Bachelor's degree
1982-1985 - Boston University 1981-1982
- Cranbrook 1976-1981
Bob Stone Skills
- 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
- Financial Advisory
- Cash Balance
- Captive Insurance
- Financial Planning
- Financial Modeling
- Capital Markets
- 401k Retirement Savings Plans
- Strategic Financial Planning
- Wealth
- Private Equity
- Retirement
- Series 7
- 401 Retirement Savings Plans
Bob Stone Summary
- Bob Stone, based in Detroit, MI, US, is currently a Senior Wealth Advisors at Focus Partners Wealth. Bob Stone brings experience from previous roles at Kovitz, Telemus, UBS LLC and Merrill Lynch. Bob Stone holds a 1982 - 1985 Bachelor's degree @ University of Michigan. With a robust skill set that includes Relationship Building, Investment Advisory, Business Development, Estate Planning, Financial Life Planning and more. Bob Stone has 2 emails and 1 mobile phone numbers on RocketReach.
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