Focus

With over 30 years of experience, I view my role as a resource to help plan and guide my clients throughout their lives and provide comprehensive advice and guidance for each financial question and concern. I work alongside my clients to create investment plans that reflect their real-life goals so they are able to enjoy their retirement.

Background and Experience

• I was always drawn to numbers and began my career at Smith Barney then Morgan Stanley where I spent 33 years before joining Wells Fargo Advisors in 2021.

• My educational background includes earning my B.S. in Management Accounting from SUNY Utica.

• Continuing my education as a Financial Advisor, I earned the Certified Portfolio Manager (CPM^®) certification. The CPM® is designed to provide deeper understanding of fundamental security analysis, asset allocation, and portfolio management concepts for financial services industry professionals managing discretionary portfolios. The curriculum includes eight core concepts: Quantitative Methods, Financial Statement Analysis, Corporate Finance, Fixed Income Analysis, Equity Analysis, Fiduciary Responsibility, Derivatives and Portfolio Management.

• I am a Wells Fargo Advisors Premier Advisor¹. I was selected as a Premier Advisor in 2022, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

• Forbes Best-in-State Wealth Advisor² - I was selected among the best wealth advisors in New York for 2021.

• We enjoy the relationships we build with clients as we listen to their stories to learn about their priorities and goals. It’s rewarding to work with them over time to provide investment strategies and planning based on their unique needs, keeping them up to date with their changing lives, and then seeing the results as they achieve their goals.

Away from the office

Outside the office, I live with my wife in Glenville, New York. We have two children and four grandchildren. I enjoy sports and am involved in the National Wrestling Coaches Association as a youth coach as well as the Scotia Baseball Little League as a coach.

1 Robert Barberis is Wells Fargo Advisors Premier Advisors. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

2 The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Focus

We truly enjoy the relationships we have with our clients and being a part of their lives. We are thankful to be able to help them address financial milestones as life unfolds and recognize how meaningful it is for them and their families. My role on our team is to provide impeccable service to our clients and handle all administrative and operational needs including account maintenance, client questions and asset transfers.

Background and experience

• My educational background includes earning my B.B.A. in Operations Management from Baruch College and then my Masters in Finance from Harvard Extension School.

• I began my career in financial services at Morgan Stanley in 2017 as a Registered Client Associate/ Financial Planning Associate before moving to Wells Fargo Advisors in 2021.

• I am registered and have both the Series 7 and 66 securities registrations.

• Robert and I have a great working relationship and our complimentary skills help deliver a premier level of client service.

Away from the office

I live with my husband in Albany, NY with our two fur babies – a cat, Oliver and a dog, Louis. I enjoy going on hikes with my husband and our dog, reading, traveling (I want to see as much of the world as possible) and when not traveling, I love watching t.v. shows on food & travel.