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

financial advisor in Mt Prospect Robert Stoltz

CRC®
Wealth Management Advisor
U.S. Bancorp Investments

847.259.0296

Primary office
940 E Rand Rd
Mt Prospect, IL 60056

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For general account support, call 888-330-6918

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.