If you have general questions regarding your Corestone Account or Visa debit card, please call (800) 547-7008 within the United States or call collect at (610) 382-8380 outside of the United States. Live customer service is available Monday through Friday, 8:30 a.m. – 6 p.m. (ET).
To obtain your login credentials for your Pershing or TD Ameritrade account, please call toll-free 855-TELEMUS and ask to speak with your Financial Life Specialist.
Bob has been a member of the Telemus team since 2013. As a Financial Life Advisor, Bob works with clients to develop customized portfolios and financial plans tailored to each client’s goals and objectives. Bob began his career at Telemus as a Wealth Analyst where he focused on account analysis, account reporting and portfolio construction. Throughout his tenure Bob has worked with many of the Senior Financial Life Advisors and has assisted in the management of Telemus’ most sophisticated client relationships. Bob also serves as the alternative investment coordinator for the firm’s private placement/alternative investments.
After graduating from Central Michigan University with a degree in Business Administration, Concentrating in Finance, Bob began his career at JP Morgan Chase as a Relationship Banker. Bob currently serves as Treasurer of Her World Initiative, a non-profit Organization based in Ann Arbor. The mission of “HWI” is to support survivors of domestic violence, provide education, and lobby for improved legislation. During Bob’s free time he enjoys playing golf, watching sports, traveling and spending time with family and friends.
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