
financial advisor in Mt Prospect Robert Stoltz
847.259.0296
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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. My experience in the financial industry started in 1995. 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 Wealth Management 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 time volunteering for youth baseball and youth wrestling. In my free time, I enjoy fishing, golfing and watching my kids' sporting 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 Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.