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.

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 brings to our practice 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.

Cindy recently joined the team, bringing a diverse professional background and a strong commitment to client service. She previously worked as a Client Service Representative at a financial institution, where she built a solid foundation in client support and financial services. Most recently, she served as a Program and Engagement Coordinator for a charitable organization, gaining valuable experience in communication, organization, and client‑focused engagement.

In her role, Cindy works closely with individuals and families to ensure a smooth, responsive service experience. She supports account‑related requests, assists with internal processes, and contributes to the day‑to‑day operations that keep the team running efficiently.

Outside of work, Cindy enjoys spending quality time with her family, exploring new places through travel, and supporting those in need through volunteer and charitable initiatives. She hopes to continue discovering the world one destination at a time.

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.

Joann Berman is a senior fiduciary strategist with Wells Fargo Bank’s Wealth & Investment Management located in New York City with more than 30 years of experience in financial services.

Joann is responsible for the successful completion of the detailed and sometimes complex daily responsibilities of trust and estate administration. She works closely with clients and their advisors to help achieve their wealth planning and estate planning goals.

Prior to joining Wells Fargo Bank, Ms. Berman owned a private law practice. Prior to that, she was in the trust and estate department of a corporate fiduciary.

Joann earned her Bachelor of Arts in Quantitative Economics from Tufts University and Juris Doctorate from Brooklyn Law School. She is a Licensed Attorney in New York and New Jersey (not currently practicing).

Bob has more than 42 years of experience at Wells Fargo and its legacy firms. He spent 37 of those years as a Financial Advisor, building strong client relationships and managing assets through a wide range of market environments.

In 2023, Bob transitioned into the role of Wealth Planner, where he specializes in wealth planning solutions. This allows clients to prepare for key life milestones, retirement, and the transfer of family wealth.

Bob’s personable approach helps make complex financial concepts easier to understand, empowering clients to see how their decisions today can shape their future. Through reviews and proactive coaching, he helps clients stay on the forefront of financial planning strategies while confidently navigating an ever-changing financial landscape.

Tim Rahr is a lead strategist with Business Owner Advisory within Wells Fargo’s Wealth & Investment Management. Tim advises business owners with ownership transition alternatives
and strategies by offering education, industry and market insights, and planning guidance regarding business transition, succession, and governance. Business Owner Advisory provides
advice that integrates business value, financial and wealth implications, owner and family dynamics, personal objectives, and transaction considerations to aid clients in evaluating their
transition options.

Prior to joining Wells Fargo, Tim was a partner in a national chief financial officer services firm that provided business transition and corporate finance services to closely-held companies. Prior to his consulting role, he served as chief financial officer, then as president at a family-owned media company. During his sixteen year tenure, he was instrumental in structuring ownership transition to next-generation family members. Earlier in his career, Tim held a series of sales and operations management positions at Associates First Capital, and was a partner in a residential construction and development company.

Tim earned his bachelor’s degree from Middlebury College, and completed executive education coursework at the Wharton School of the University of Pennsylvania. Tim has been awarded the Certified Exit Planning Advisor (CEPA) designation.

Tim and his wife Sarah live in New Haven, CT. When not advising owners of closely-held businesses, Tim enjoys cooking, gardening, and playing golf.

Sarah Munson is the private wealth planning director for the Northeast division with Wells Fargo Wealth & Investment Management.In this role, Sarah leads a multidisciplinary team of planning professionals committed to delivering strategic guidance to high and ultra-high net worth families, as well as family offices.Private Wealth Planning provides awareness to clients in areas such as estate, gift, and tax planningstrategies; business succession and liquidity planning; charitable planning; retirement and executive compensation planning; and broader wealth transfer strategies.In addition to managing a team or advisors, Sarah also, services clients in the Long Island and Metro North markets.

With over 25 years in financial services, Sarah works closely with high and ultra-high net worth individuals, corporate executives and business owners to understand their wealth planning goals and objectives, create a framework within which to give advice, and collaborate with advisors to help provide comprehensive advice and planning services to clients with the goal of helping them make incrementally enhance financial decisions.

Sarah earned her bachelor’s degree from Haverford College. She holds CERTIFIED FINANCIAL PLANNER TM professional designation.

In her free time, Sarah loves to travel and is an avid participant in a hand bell choir. She lives in Somers, NY with her husband and two teenage children.