Rob began his career in financial services in 1983 with E.F. Hutton & Company. Over the course of more than three decades, he remained with the same firm through a series of mergers, building deep relationships and a strong foundation of experience. In 2013, Rob and his team joined Wells Fargo Advisors, where they continue to provide thoughtful, personalized guidance to their clients.

Rob specializes in estate planning strategies, fixed income and equity investments, retirement planning, and asset allocation. His team is committed to delivering exceptional service, believing that a well-rounded client experience begins with trust, responsiveness, and attention to detail.

He earned his degree in Economics from Vassar College and is a native New Yorker currently residing on Long Island. Outside of work, he enjoys traveling and spending quality time with his family.

CA Insurance License Number: OB44583

A strategic thinker with a sharp eye for detail, Chuck brings invaluable analytical insight to The Alpert Group’s client services. With deep expertise in fixed income investments and a comprehensive approach to investment planning, he advises clients on all aspects of their financial lives—including retirement, education, income, and estate planning strategies.

Chuck began his financial career in 1992 with Shearson Lehman Brothers, following a successful tenure in executive recruiting. He earned his degree from the University at Buffalo and holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation from the College for Financial Planning.

As a founding member of The Alpert Group in 2000—now known as The Alpert Group of Wells Fargo Advisors—Chuck has played a key role in shaping the firm’s client-first philosophy and long-term success. Since officially joining Wells Fargo Advisors in 2013, he has continued to build lasting relationships with clients, helping them navigate complex financial decisions with clarity and confidence.

Chuck lives in Dix Hills, Long Island, with his wife and their two children. Outside of work, he’s an avid fisherman and boater who enjoys spending time on the water.

 
CA Insurance License Number: OF56053

Bob is dedicated to helping clients meet their financial goals—whether planning for retirement, saving for a child’s education, or preserving wealth across generations. His approach blends deep industry experience with a commitment to personalized, strategic guidance.

Bob began his financial services career in 1996 as a founding member of The Alpert Group, now The Alpert Group of Wells Fargo Advisors. His experience working in and selling a family business gives him a unique perspective when advising clients, particularly in high-net-worth planning and corporate retirement strategies for executives and their organizations.

He holds a Bachelor of Science in Electrical Engineering from Rensselaer Polytechnic Institute and a Master of Business Administration in Banking and the Financial Markets from Adelphi University. Bob also earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation from the College for Financial Planning, underscoring his commitment to continuing education.

In addition to his advisory work, Bob has taught investment strategy courses through adult education programs across Long Island. He is an active member of the American Business Associates (ABA), a business networking group.

Outside the office, Bob enjoys cooking, metalworking, and practicing Jiu-Jitsu. He and his wife, Laraine, live in Dix Hills, Long Island, where they enjoy “family day” Sundays with their three daughters.

Whether you're seeking tax-deferred growth for your personal portfolio or an attractive employee-benefit plan for your business, Bob can help you navigate a wide range of financial choices. His expertise includes complex investment plans, custom retirement strategies, and corporate retirement plans such as 401(k), SIMPLE, and SEP plans—as well as advanced solutions like options, trading, and portfolio credit strategies.

 

CA Insurance License Number: OG25888

Michael Montuori is a seasoned financial professional with over two decades of experience guiding clients through the complexities of wealth management. As Senior Vice President – Investments, he specializes in helping individuals and families plan for major life goals, including education funding, retirement income strategies, and legacy preservation.

Michael’s approach is rooted in a deep understanding of investment strategy, bolstered by strong analytical and technological skills. He is known for delivering personalized, thoughtful advice that reflects each client’s unique financial situation and long-term aspirations.

He began his career in 1999 with Solomon Smith Barney, where he developed a strong foundation in financial services and successfully navigated multiple industry mergers. In 2013, Michael joined Wells Fargo Advisors, continuing his commitment to providing high-quality, client-centered investment guidance.

Michael holds a degree in Economics and Finance from Oneonta University and has earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation from the College for Financial Planning, underscoring his expertise in retirement planning.

Outside of his professional life, Michael is an avid baseball fan and enjoys traveling, boating, and spending quality time with his family in Melville, Long Island. His passion for helping others extends beyond the office, as he values building lasting relationships and making a meaningful impact in the lives of those he serves.

 

CA Insurance License Number: 0F56052