With over three decades of experience in wealth management, Robert provides comprehensive financial guidance to individuals, families and business owners seeking to grow, preserve, and transfer wealth.  His approach is grounded in developing personalized investment strategies tailored to each client’s long-term objectives, time horizon, and risk tolerance.

Throughout his career, Robert has successfully guided clients through numerous market cycles and economic shifts.  This depth of experience enables him to construct well-balanced, resilient portfolios designed to help clients navigate complexity and pursue their financial goals with confidence. Whether you are planning your retirement, saving for your children’s/grandchildren’s education, or looking to preserve and grow your wealth, Robert has the critical experience you need to help meet your goals.

After more than 25 years with Wells Fargo Advisors and its predecessor firms, Robert established his independent practice through Wells Fargo Advisors Financial Network.  He has been recognized as a Platinum Council Advisor for over 15 consecutive years (2009-2005)—a distinction held by a select few. In 2024 and 2025, he was honored as Forbes Best-In-State Wealth Advisor.

Robert’s mission is to deliver strategic, objective, and client-focused financial advice—anchored by integrity, transparency, and personalized service.  He and his team follow a disciplined planning process designed to evolve with clients through all stages of life.  From retirement income planning and tax-efficient investing to estate planning strategies and philanthropic giving, Robert provides tailored solutions that align with each client’s unique financial vision. 

Robert’s areas of specialization include:
·         Comprehensive investment management
·         Retirement income and distribution planning
·         Tax-advantaged wealth accumulation strategies
·         Business retirement plans: SEP, SIMPLE, 401(k), defined benefit, and profit-sharing plans
·         IRA, ROTH IRAs and conversions
·         Estate planning coordination with legal and tax professionals

Robert frequently collaborates with clients’ attorneys, CPAs, and trustees to help ensure a coordinated and integrated approach to wealth management.

Based in Merrick, New York, Robert and his wife Rachel are proud parents of two grown daughters.  Now empty nesters, they enjoy spending time with family and friends, traveling, reading, and staying active.

Platinum Council 2024-2025:
The Platinum council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism.

Platinum Council 2009-2023:
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism.  Additional consideration may have included best practices and team structures.

*2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23-6/30/24 (Source:Forbes.com).  The Forbes Best-In-State Wealth Advisors rating algorithm is based on previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not a criterion.  Self-completed survey was used for rating.  This rating is not related to quality of the investment advice and based solely on the disclosed criteria.

*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22-6/30/23 (Source:Forbes.com).  The Forbes Best-In-State Wealth Advisors rating algorithm is based on previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not a criterion.  Self-completed survey was used for rating.  This rating is not related to quality of the investment advice and based solely on the disclosed criteria.

Wells Fargo Advisors Financial Network does not provide legal or tax advice.

With over 30 years of financial services experience, Beth strives to provide excellent client service and ensure that the administrative and operational needs of clients are handled accurately and quickly. She has been a critical part of the team for over 25 years and maintains applicable securities registrations.

Beth’s experience and knowledge allow her to readily facilitate the day-to-day client experience by performing all phases of client service, including administration of accounts and account maintenance, executing trades, assisting with implantation of investment plans, and answering questions regarding statements. Beth has developed long-term personal relationships with our clients and their families, who know they can always turn to her for assistance. She listens carefully, gathers information, and takes a customized approach tailored to each client’s individual needs.

Beth resides in Oceanside, New York with her husband, Mitch. Outside of work, Beth enjoys Broadway shows, pickleball, traveling and spending time with family and friends.

Rachel joined our practice in 2022 after a 25-year career in practicing law. She takes that experience with her and now maintains applicable securities registrations. She leverages her legal background, where she developed impeccable organizational and research skills, to aid our team when providing customized investment planning.

Rachel leads the first/critical part of the process by helping clients identify and provide relevant information that is required to develop a comprehensive personal and/or family wealth plan. Rachel works closely with the team in the preparation of financial analysis reports, leveraging some of the best investment planning tools in the industry as provided by Wells Fargo Advisors Financial Network.

Rachel resides in Merrick, New York with her husband, Robert. They recently celebrated their 30-year anniversary and often visit New York City to spend quality time with their two grown daughters. Rachel enjoys music and concerts, taking long walks with Ollie, her Maltese, and spending time with family and friends.

Linda has recently joined the practice and brings with her over 15 years of experience in the financial services industry. She began her career at Citigroup Global Markets and Oppenheimer, with experience in both banking and investments. Linda transitioned to Wells Fargo Advisors in 2014 and began working with our team in 2024. She maintains applicable securities registrations.

Linda focuses on assisting our team with operations and client support, including opening new accounts as well as updating and managing existing accounts. Linda has the experience and knowledge to provide clients with exceptional customer service.

Linda resides in Bellmore, New York with her husband Joseph. She has three grown daughters. Linda has played in the Long Island Ladies Soccer League for over 20 years and is a dedicated fan of the New York Islanders.

Melissa Sidor is a senior wealth strategist and executive director with Wells Fargo Bank's Wealth & Investment Management division located in Woodbury, New York, covering the Long Island market. She has more than 20 years of experience in legal and financial services. Melissa is part of a national team that works closely with high and ultra-high net worth clients collaborating with their advisors to review, develop, and consult on wealth transfer plans including legacy, philanthropic, business succession, and estates.  Specifically, she works with advisors and their clients to understand each client's goals and objectives, review and discuss their current plan and identify additional strategies or modifications that could enhance the likelihood of meeting the client's goals.

Prior to joining Wells Fargo Bank, Melissa worked in a similar capacity with another large financial institution. Prior thereto, she practiced law as a partner with a law firm on Long Island in the trust and estate department, focusing on sophisticated intergenerational estate planning.  

While no longer practicing, Melissa received her Juris Doctor degree from Hofstra Law School, and her Bachelor of Arts degree in political science from SUNY Stony Brook. She is also a member of the Estate Planning Council of Long Island.

Melissa lives on the East End of Long Island with her two sons. In her free time, she enjoys travelling, hiking, reading, and supporting her children in their many endeavors.

Stephen Williams is a Lead Alternative Investment Consultant for WlM Alternative Investments Products, and is based in New York City. He advises on alternative products including private equity, private debt, private real estate, hedge funds and other private placement offerings that can complement traditional investment portfolios.

Stephen has over 20 years' experience with alternative investments and joined Wells Fargo from a start-up firm providing access to private equity investments. Prior to this he was in senior commercial roles with global alternatives managers Bluecrest and Chenavari. Before that he was in a research role with consulting firm Mercer in London & New York. Stephen was also previously portfolio manager for an institutional fund based in Switzerland, and started his career as a commodities trader in the UK.

Stephen earned a Bachelor's and Master’s degree from the University of Edinburgh. He is a CFA® charterholder and holds the Series 7 registration.

Chris Zimmermann is a principal wealth custom lending specialist with Wells Fargo Bank Wealth & Investment Management located in New York office. With more than 30 years of experience in financial services, Chris works as part of a team to help meet the comprehensive wealth management goals of high net worth individuals. As a principal wealth custom lending specialist, he provides deep custom credit knowledge and experience to deliver tailored lending solutions that support clients’ complex borrowing needs. Chris has strong expertise in working with founders/senior partners at alternative asset managers and single/multi-family offices that are seeking liquidity solutions around their LP, GP & carried interest holdings.

Prior to joining Wells Fargo Bank, Chris worked at JPMorgan for 20 years in Mid-Corporate Banking as a Senior Relationship Manager and the Private Bank on their Hedge Fund team as a Senior Capital Advisor. Chris earned a Bachelor of Arts in Business with a concentration in Finance from the University of Notre Dame.

Chris and his wife, Laura, live on Long Island with their three children, where they enjoy boating and the beach on both the North and Southshore.