Rob began his financial career as a Commodities Broker in 1979. To better service his high-net worth clients, he began incorporating broader portfolio solutions as a Financial Advisor over the course of his 40+ year career.  He continued growing his practice at PaineWebber which was later acquired by UBS in 2000.  Since then, he was earned the prestigious Senior Portfolio Manager and Wealth Advisor designation in addition to being a member of the UBS President’s Council.  As the team’s senior member, Rob leads the team’s investment committee meetings, investment research and complex portfolio construction. 

Rob is a board member for the Michigan Jewish Sports Foundation benefitting the Karmanos Cancer Institute and was a founding board member of Heart 2 Hart Detroit, a homeless support organization in Detroit.  Rob and his wife, Andrea, also previously served as co-chairs of Henry Ford Health System’s "Derby In The D", which has raised more than $7 million for research on brain tumors, Parkinson’s, epilepsy and other neurological disorders. Rob and Andrea have four children and reside in Franklin.  They enjoy golfing, bowling, swimming and traveling.

Registered States:
AL, AZ, CA, CO, DC, FL, GA, HI, IL, IN, MA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, SC, SD, TN, TX, UT, WA

Anthony is a Senior Vice President, advising clients since 1998 and founded 360° Wealth Management in 2007.  For consecutive years Anthony has been named to the 2020 & 2019 Forbes/SHOOK list of Best-In-State Wealth Advisors in Michigan.  He has been a UBS Council Member since 2011, an honor awarded to the firm's most distinguished Financial Advisors.  Anthony has been distinguished with the Chartered Retirement Plans Specialist (CRPS®) after earning it through a rigorous exam. He has also has been listed as a Top Scoring Wealth Manager, 2010, from Hour Magazine.  For over 20 years he has been advising clients on financial planning and investment management.  As a Senior Portfolio Manager at the firm he takes pride with the fiduciary role and responsibilities for his clients.  Anthony believes in educating the investor and involving the client in each step of the financial process, including partnering with the client's CPA and attorney to assure all financial matters are covered. 

He is a graduate of Wayne State University with a Bachelor of Science in Corporate Finance, currently a member of the Chaldean American Chamber of Commerce (CACC) and former Treasurer of the CACC.  Anthony and his wife, Saba, reside in Bloomfield Hills and have three children; Avery, Eliana, and Liam.  He enjoys spending time with his family, traveling, exercising, barbequing year round and playing sports with his kids.

Registered States:
AL, AZ, CA, CO, FL, GA, IA, IL, IN, MA, MI, MN, MO, MT, NC, NJ, NV, NY, OH, PA, RI, SC, SD, TN, TX, VA, WA, WI

Howard began his career at E.F. Hutton.  Two of his professional highlights were playing material roles in bringing both Sun Communities and Meadowbrook Insurance Group public.  Howard is a proud graduate of Eastern Michigan University and has completed an extensive consulting program at the Wharton School of the University of Pennsylvania.  Howard’s community involvement is extensive, having previously served on the board of the Jewish Federation of Metropolitan Detroit and as a Vice President of Tamarack Camps where he currently serves on their Special Advisory Board.  Howard is an avid tennis player at Detroit Tennis and Squash.  When not on the court, Howard and his wife, Iris, love spending time with their four children and four grandchildren.

Registered States:
AL, AZ, CA, CO, FL, GA, IL, IN, MA, MI, MO, NC, NJ, NV, NY, OH, PA, SC, SD, TN, TX, WA

Having served clients since 2002, Andy has earned the title of First Vice President – Wealth Management US.  Andy earned his CERTIFIED FINANCIAL PLANNER^TM designation in 2006 and is deeply committed to providing holistic financial planning and comprehensive wealth management services to our multi-generational relationships.  As a Senior Portfolio Manager in the Portfolio Management Program, he specializes in qualitative and quantitative research, municipal bond management and complex insurance and estate strategies.  Andy was honored to be named to the 2015 class of UBS's "Top 35 Under 35 " Advisors and named one of the 2018 Forbes America's Top Next Generation Wealth Advisors.  

He is a graduate of Michigan State University with a Bachelor of Arts in Finance, currently a member of the Temple Israel Executive Committee and a member of the BBYO Michigan Region Board of Commissioners.  Andy and his wife, Erika, live in Farmington Hills and have three kids – Ethan, Lielle and Kefira.  He enjoys spending time cycling, volunteering and with friends and family.

Registered States:
AL, AZ, CA, CO, DC, FL, GA, IL, IN, KS, MA, MI, MT, NC, NJ, NM, NV, NY, OH, PA, SC, SD, TN, TX, VA, WA

Joe is a proud alumni of Brother Rice High School and Oakland University.  Prior to joining UBS, Joe spent 5 years at J.P. Morgan Chase as a Private Client Banker in Huntington Woods, Michigan.  Joe was recognized as a national achiever three times representing Chase's top ten percent of bankers.  As an advisor on the team, Joe is dedicated to connecting with investors on a personal level and works closely with each client to ensure that all of their financial needs – retirement planning, insurance, wealth transfer, lending in addition to portfolio management – are being met. He is proactive in reaching out to clients to help them achieve their financial goals, including partnering with their CPA and attorney to better address each situation.  Outside of work, Joe loves spending time with his wife, Shanelle and their three daughters, Sienna, Juliette, and Ruby.  Joe loves to golf, travel, and is a loyal fan of all Detroit sports.

Registered States:
AL, AZ, CA, CO, FL, GA, IA, IL, IN, MA, MI, NC, NJ, NV, NY, OH, PA, SC, SD, TN, TX, WA, WI

Rob joined UBS Financial Services in 2005 and served as the Financial Planning Coordinator for both the Farmington Hills and Plymouth offices.  In addition to being a CERTIFIED FINANCIAL PLANNER^TM, Rob is also a Certified Divorce Financial Analyst^® and an Accredited Domestic Partnership Advisor^SM.  Rob is a goals-oriented planner focused on serving the often complex needs of individuals and multi-generational families.  These relationships are highlighted by financial planning, investment management and fiduciary support for trustees, conservators and retirement plan sponsors. 

Rob is a graduate of Oakland University with a Bachelor of Science in Finance and Certificate of Personal Financial Planning from Oakland's School of Business Administration.  Rob, his wife, Summer, and their children, Sienna and Jackson, live in Rochester where he previously served as Mayor along with chairing City's Pension Board.  Outside of Rochester, Rob is a proud Golden Grizzly and serves as the Philanthropy Chair and board member of the Oakland University Alumni Association.  In his spare time, Rob enjoys coaching his daughters soccer team, the outdoors, golf and competitive shooting.

Registered States:
AL, AZ, CA, CO, DC, FL, GA, HI, IL, IN, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, WA

Geri is a Director/Team Administrator and has been in the financial services industry since 1987 with experience at 3 other financial firms.  She has been with UBS Financial Services since 1996 with experience as a Client Service Associate, Financial Advisor, Operations Manager and Supervisory Officer.  She is a graduate of the University of Michigan-Dearborn with a BA in Economics.  Geri also holds Series 7, 63, 65, 31, and 9/10 securities licenses along with life insurance, health insurance and variable contracts licenses.  Geri resides in Livonia and has 2 children, Alyssa and Andrew, and son-in law Derek.  She enjoys spending time with her family and at her cottage in Northern Michigan, wine tasting, exercising and attending Detroit sporting events.

Registered States:
AZ, FL, MI, RI, WA

Sheryl has been in the financial services industry for 26 years, beginning at Shearson Lehman Brothers.   She holds her series 7 and 63 licenses as well as her life insurance license. Sheryl has a great eagerness for helping others and finding solutions to make for a great client experience. Sheryl’s role as a member of the 360° Wealth Management Group is to streamline our business workflow and work closely with clients to assist in creating a world-class client experience.  Sheryl has a great passion for animals and formerly volunteered at a no kill animal shelter in Southfield, MI as well as at the Detroit Zoo. In her spare time, Sheryl enjoys spending time with family and friends, working out and traveling.

Registered States:
MI

As a Senior Registered Client Service Associate, Maureen  plays a critical role in ensuring that the needs of our clients are met.  With her Series 7, 65 and 66 securities licenses, Maureen strives to deliver a client service experience that consistently exceeds client expectations, along with entering client trade orders as needed.  Her warm personality and excellent organizational skills add to her ability to quickly and efficiently respond to our clients’ needs and requests, making her a true asset.  From coordinating institutional trading accounts to providing concierge-level service, Maureen has managed nearly every facet of the financial services industry.  Her comprehensive professional experience translates to a high level of execution on behalf of our clients.  Maureen has three children.  Outside the office, she enjoys reading, photography and travelling.

Registered States:
MI, WA