Max Stoka

About Max Stoka

Prior to successful career in the financial industry, I was a former All American athlete at Marquette University and a professional soccer player. It was that same dedication that earned me an All-American distinction as an athlete, with a BA and MBA fromMarquette, that has led to a distinguished career as Senior VicePresident of Wealth Management at UBS. Growing up and living in the U.S. as an immigrant and now citizen, I understand the value of hard work, relationships and the ultimate value of a dollar.Since 2001, I have been serving my clients with comprehensive wealth management. Backed by my team, The Stoka Financial Group of UBS Financial Services, I am dedicated to delivering advice with the highest level of personal service and professional integrity. While my clients\' paths may differ, my goal is the same - to help them meet their individual financial goals and respond to their changing financial needs.Financial planning for high net worth families and businesses is the core of my team\'s wealth management. We look at financial needs and investment preferences, understand investment objectives, time and risk tolerance, and assess balance sheet of assets and liabilities.I am proud to be a native of Argentina and a long-time resident of the Chicago/Milwaukee area. I currently reside in Pleasant Prairie with my wife, Cheri, and two sons, Mateo and Mario. Away from the office I enjoy golf, soccer, coaching, traveling and spending time with family and friends. I also enjoy volunteering my time to various organizations throughout Milwaukee, Kenosha and Chicago are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Senior Vice President - Wealth Management

   UBS

   Mar 2016 — Present

Education

• Marquette University

  Master of Business Administration (M.B.A.), Finance, General

  1997 — 1999

Skills

• Strategic Planning
• Retirement Planning for Business and Executives
• Fixed Income
• Comprehensive Investment Planning
• Equities
• Finance
• Strategic Financial Planning
• Financial Analysis
• Investments
• Estate Investment Planning
• Financial Advisory
• Planning for Retirement
• Securities