Robert Stoltz | Financial Advisor | Mt Prospect, IL | U.S. Bancorp Wealth Management

Bob Stoltz

Wealth Management Advisor
U.S. Bancorp Investments
CRC®

847.259.0296

Primary Office
940 E Rand Rd
Mt Prospect, IL 60056
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About Me

It is my pleasure to serve the financial needs of people in the Mt. Prospect, Palatine, Wheeling, and Addison areas. I started in the financial services industry in 1995 and later became a Wealth Management Advisor. I hold a Bachelor of Arts degree in marketing from Illinois State University in Normal, Illinois.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time as a supporter of youth baseball and youth wrestling, and I also serve on the board of the Southeast Indiana Regional Port Authority. In my free time, I enjoy fishing, golfing and watching my kids' sports activities.

Area of Focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.