Robert J. Suchocki

Senior Vice President - Investments, Financial Advisor

Our Commitment To You

We can discuss strategic adjustments to your plan whenever performance results or life circumstances call for it. To keep you informed, you'll receive monthly and/or quarterly statements and an annual tax summary.

Exploring your goals

We'll take the time to discuss your goals and plans for the future. If appropriate, I'll consult with other advisors, including your attorney and tax advisor, to understand your finanvial circumstances and needs.

Creating a plan

Our second meeting is designed to develop a shared vision of your goals. We'll begin mapping out a comprehensive investment strategy. You'll have the opportunity to ask questions, confirm your goals, and approve specific investment recommendations.

Putting the plan to work for you

Once I've worked out the details with you and receive your approval, I'll put your plan into action. I'll be available to sit down and talk whenever you have questions, concerns, or ideas.

Charting progress

I'll review your portfolio regularly, and we can rebalance it as necessary.





Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (CT, FL, GA, NC, NJ, NY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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