Robert Stoker-UBS Financial Services Inc is a boutique family office within the largest wealth management firm in the world, UBS Private Wealth Management. With over 25 years of experience, Robert and his dedicated team of specialists provide expertise in complex lending, pre-transaction planning, concentrated stock options, advanced estate and trust planning, philanthropy, and more, striving to be a single touchpoint for all clients' needs.
Robert Stoker, a Managing Director at UBS Private Wealth Management, has a focus on advising high-net-worth clients in complex investment strategy and planning. With a background in history and math science, Robert brings a unique perspective to his work. He is also a former All-American Water Polo player and a passionate supporter of youth sports, as well as an avid boater and vintage car enthusiast.
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