Bob Stone Email & Phone Number
Senior Wealth Advisors @ Focus Partners Wealth
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Bob Stone Location
- Detroit, MI, US
Bob Stone Work
- 2026 -now Senior Wealth Advisors @
- 2024 -2026 Principal - Senior Wealth Advisor @
- 2005 -2024 Partner and Relationship Manager @
- 1999 -2005 Sr. VP Investment @
- 1987 -1999 Sr. Vice President of Investments @
Bob Stone Education
- University of Michigan
Bachelor's degree (Economics)
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 in Economics @ 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 1 emails on RocketReach.
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Top Focus Partners Wealth Employees
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St. Louis, MO, US
Kristi de Grys
Managing Director, Investments
Kirkland, WA, US
Garry Taylor
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Patrick Jamin
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Gina Bradley
Chief Operating Officer and Legal Counsel
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Justin Ferri
President
Boulder, CO, US
Michael Green
Managing Director and Senior Wealth Advisor
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Neil Campbell
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Dhruv Gupta
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