Robert Schmidt & Katie Tacinelli, CDFA®
About
With over 75 years combined of financial management experience, it is our commitment to develop our relationship and play a key role in helping you achieve your personal and financial goals. Clients often seek our advice on financial matters that go beyond the scope of their investment portfolios and we welcome it.
Meet Our Team
Robert Schmidt
Managing Director - Investments
Phone: 908.542.1059
Email: robert.schmidt@wellsfargoadvisors.com
Focus
As a high net worth advisor, Bob is focused on helping to build, manage, preserve and ultimately transition wealth. He works with a team of professionals specializing in asset management, wealth preservation, and estate planning strategies.
Background and experience
For 35 years, Bob has helped clients address their financial needs by developing personalized strategies to help ensure reaching their long term goals. He has helped guide clients through both bull and bear markets, always aimed at delivering the highest level of personalized service.
Bob joined Wells Fargo Advisors in 2009 following the financial crisis in an effort to provide clients with one of the most stable firms during a very volatile time. Since then, he has been named to Forbes’ Best in State Wealth Advisors list¹ in 2022 and highlighted in NJ Magazine as a Five Star Wealth Manager² for 2023. Bob has achieved the status of Platinum Council3 within Wells Fargo Advisors since 2011.
As a high net worth advisor, Bob is focused on helping to build, manage, preserve and ultimately transition wealth. He works with a team of professionals specializing in asset management, wealth preservation, and estate planning strategies.
Background and experience
For 35 years, Bob has helped clients address their financial needs by developing personalized strategies to help ensure reaching their long term goals. He has helped guide clients through both bull and bear markets, always aimed at delivering the highest level of personalized service.
Bob joined Wells Fargo Advisors in 2009 following the financial crisis in an effort to provide clients with one of the most stable firms during a very volatile time. Since then, he has been named to Forbes’ Best in State Wealth Advisors list¹ in 2022 and highlighted in NJ Magazine as a Five Star Wealth Manager² for 2023. Bob has achieved the status of Platinum Council3 within Wells Fargo Advisors since 2011.
Katie Tacinelli, CDFA®
Financial Advisor
Phone: 908.542.2935
Email: katie.tacinelli@wellsfargoadvisors.com
Focus
Katie is a dedicated Financial Advisor, helping families, individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance.
Background and experience
Beginning in 2015, Katie joined the team to manage the practice and focus on investment planning strategies. Katie is a Rutgers Business School graduate with a degree in Finance and has been with the firm for over ten years. In her role as Financial Advisor, Katie’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. As a Certified Divorce Financial Analyst® Katie is an expert in the financial aspects and planning of divorce settlements.
CA State Insurance License #0L11362
Katie is a dedicated Financial Advisor, helping families, individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance.
Background and experience
Beginning in 2015, Katie joined the team to manage the practice and focus on investment planning strategies. Katie is a Rutgers Business School graduate with a degree in Finance and has been with the firm for over ten years. In her role as Financial Advisor, Katie’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. As a Certified Divorce Financial Analyst® Katie is an expert in the financial aspects and planning of divorce settlements.
CA State Insurance License #0L11362
Jenny Bell
Senior Registered Client Associate
Phone: 908.542.2922
Email: jenny.bell@wellsfargoadvisors.com
Background and experience
Jenny joined the team in September of 2019 and has spent more than 24 years in financial services. She has extensive experience resolving clients’ operational and account administrative issues. Extremely detail and service-oriented, Jenny takes great pleasure in developing long-term relationships with clients and views each interaction as an opportunity to enhance those relationships. Jenny is registered and focuses on helping clients’ with transactional, administrative and account needs. She holds a degree in Management Science from Kean University.
Jenny joined the team in September of 2019 and has spent more than 24 years in financial services. She has extensive experience resolving clients’ operational and account administrative issues. Extremely detail and service-oriented, Jenny takes great pleasure in developing long-term relationships with clients and views each interaction as an opportunity to enhance those relationships. Jenny is registered and focuses on helping clients’ with transactional, administrative and account needs. She holds a degree in Management Science from Kean University.
Nick Schmidt
Registered Client Associate
Phone: 908.542.2920
Email: nicholas.schmidt@wellsfargoadvisors.com
Background and Experience
Nick joined the team in May of 2021 after working in different roles both internally at Wells Fargo & Company and externally. Nick graduated from Villanova in 2017 with a bachelor’s degree in Economics and has worked in the industry for the last four years. In his role as a Client Associate Nick is seeking to help expand and support the practice as we add new capabilities and strategies to our wealth management platform. Nick is fully registered and assists with all aspects of the team’s business activities.
Nick joined the team in May of 2021 after working in different roles both internally at Wells Fargo & Company and externally. Nick graduated from Villanova in 2017 with a bachelor’s degree in Economics and has worked in the industry for the last four years. In his role as a Client Associate Nick is seeking to help expand and support the practice as we add new capabilities and strategies to our wealth management platform. Nick is fully registered and assists with all aspects of the team’s business activities.
