About
We meet you wherever you are in your financial journey. Whether you're in the early stages of building wealth or facing complex retirement or estate planning choices later in life, we're ready and equipped to help you make decisions for your future.
Meet Our Team
Robert Hausmann
Senior Financial Advisor
Managing Director - Investments
Phone: 914.693.2212
Email: robert.hausmann@wellsfargo.com
For more than two decades, Rob has helped clients address their financial concerns and develop sound strategies for their future by focusing on each individual’s specific needs. Through a comprehensive approach to financial and investment advice, Rob helps clients work toward their life goals with personalized wealth planning strategies. The customized investment plan he develops for each client may include investments, retirement planning, estate and legacy issues, lending and insurance strategies, and any other elements that are integral to their financial lives.
What Makes Me Knowledgeable
Growing up, Rob was very involved in athletics and took his passion for baseball to the college level at Tallahassee Community College and Eastern Connecticut State University. There, he learned the hard work and dedication it took to be both a student and an athlete. Upon graduating with a bachelor’s degree in business, he took his hard work and dedication to the world of finance. Rob began his career as a financial advisor with Prudential Securities in Manhattan, where he developed his fundamental investment knowledge. He subsequently joined Wells Fargo Advisors in 2003 to take a team approach to providing personalized financial advice for individuals and families.
Getting to Know Me
Rob and his wife, Jeannette, have a son, Roman. As a family, they like to stay active both physically and mentally, whether it’s playing sports or traveling together. In his free time, Rob volunteers as a baseball coach, and he enjoys working out, going to sporting events and spending quality time with his family.
Patricia Levey
Senior Financial Advisor
First Vice President - Investment Officer
Phone: 914.693.2212
How I Can Help You
Pattie enjoys working with successful people who lead busy lives and do not have the time, energy or resources to manage their financial lives effectively, so they are looking for a personal “CFO” they can trust. Pattie begins every client relationship by getting to know her clients and learning about the kind of life they envision—she believes that after she gains this understanding, the planning will be straightforward. She uses her knowledge of each client’s goals, needs and values, in addition to the firm’s comprehensive resources, to customize an investment plan that may consider investments, retirement planning, estate and legacy issues, lending and insurance strategies, and other elements that are integral to their financial lives.
What Makes Me Knowledgeable
Pattie has worked in the financial services industry since 1994 in many capacities. Pattie worked for 20 years at UBS prior to joining Wells Fargo Advisors in 2014. Throughout those years, she has worked with both financial advisors and clients to educate them on a holistic approach to wealth management and how to utilize the products and services available to address their objectives. Pattie graduated from the University of Michigan with a bachelor's degree in mathematics.
Getting to Know Me
Pattie was born and raised in New York, she lives with her daughter, Mollie, in New York City. Pattie’s hobbies include taking of advantage of what the city has to offer, such as theater, museums and Central Park. She also enjoys staying active, and she has completed numerous marathons and triathlons. Above all, Pattie loves simply spending time with her single most valuable asset—her family.
D'Wana Banks
Senior Client Associate
Phone: 914.693.2212
Email: dwana.banks@wellsfargo.com
How I Can Help You
D’Wana is the glue that allows the team to function at its best, and she serves as the catalyst to fulfilling client requests. She is generally the first point of contact for clients’ inbound calls and service needs, including account inquiries, money transfers, wires, new account onboarding and more. In addition, she analyzes financial statements and collaborates in the creation of investment and Envision® strategies designed around clients’ goals.
What Makes Me Knowledgeable
D’Wana has worked with multiple advisors and managers, as well has hundreds of clients, since joining Wells Fargo Advisors as a Client Associate in 2005. She has been with Robert and Pattie for the past four years. During her tenure, she has gained a thorough understanding of team processes and firm resources, which has allowed her to effectively assist clients.
Getting to Know Me
Outside the office, D’Wana spends most of her free time with family and friends, and she enjoys traveling, movies, attending concerts and watching sporting events. Most weekends, she can be found with family or having some quiet “me” time.