With over 30 years in wealth management, Robert has extensive experience in helping his clients meet their financial goals by developing investment strategies around their long-term plans and risk tolerance. His seasoned career has provided valuable learnings through major shifts in the markets, enabling him to help clients structure balanced portfolios to meet their financial objectives. 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.

Robert formed his independent practice at Wells Fargo Advisors Financial Network after spending 25+ years with Wells Fargo Advisors (and its predecessor firms). He has been recognized as a Platinum Council Advisor for over 15 years, a distinction held by a select few. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. Most recently, he was named a 2024 Forbes Best-In-State Wealth Advisor.*

Robert’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management with the highest level of personal service and professional integrity. He and his team understand that it takes more than a single planning session to put your wealth to work for you. It takes a process. Robert and his team will work with you, through the years, to keep your investment strategies aligned with your evolving life stages. They help you choose retirement income strategies that maintain flexibility and control of the principal, grow the principal, and increase the income, with the end goal of having enough resources to not only last the rest of your life, but allow you to live comfortably.

Whether you’re seeking tax-deferred growth for your personal investment portfolio or an attractive employee-benefit plan for your business, Robert can help you navigate an array of complex choices. He and his team provide assistance with various retirement plans, including: IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans, Defined Benefit plans, SIMPLE plans for small businesses, 401(k) plans, and profit-sharing plans. Robert also offers comprehensive consultative services, working in conjunction with your other advisors (including CPA and attorney) to develop an appropriate estate planning strategy.

Robert and his wife Rachel are empty nesters living in Merrick, New York. They have two grown daughters that they still dote over. In his free time, Robert enjoys reading, exercising, traveling, and spending time with his family and friends.


*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data complied 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 the quality of the investment advice and based solely on the disclosed criteria.

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.

Chris Zimmermann is a Senior Custom Credit Banker and Executive Director with Wells Fargo Bank within the Wealth & Investment Management division 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 custom credit banker, he specializes in providing 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 looking for 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 Adviser. In both roles he strategically used the Bank’s balance sheet to drive new business opportunities and manage existing relationships.

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.

Melissa Sidor is a senior wealth planning strategist with Wells Fargo Bank in the Wealth & Investment Management division and is based in Melville, New York, covering the Long Island market. Melissa is part of a national team that works closely with high and ultra-high net worth clients and their advisors to review, develop, and monitor wealth transfer plans. 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. Melissa is an ongoing resource to these clients, through their financial advisors, for comprehensive planning reviews, and then ongoing annual reviews to discuss changes in the client’s circumstances, changes to the law, and how these changes could impact the client’s wealth transfer plan, with suggestions for modification.

Prior to joining Wells Fargo Bank, Melissa worked in a similar capacity with another large financial institution. She previously practiced law as a partner with a boutique law firm on Long Island focusing her practice on sophisticated intergenerational estate planning. While no longer practicing, Melissa received her Juris Doctor degree from Hofstra Law School, her Bachelor of Arts degree in political science from SUNY Stony Brook.

Melissa lives in Westhampton Beach, New York with her two teenage 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 license.