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Robert L. Littlehale IIIRobert L. Littlehale IIIExecutive DirectorWealth Advisor
About Robert
Robert L. Littlehale III is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a Manager of The Hill Group, Bob leverages his wide-ranging experience and the firm's extensive array of resources to serve middle-market companies and high-net-worth individuals. His primary focus is managing relationships with the team's corporate clients, equipping them with the firm's vast research capabilities. Prior to joining J.P. Morgan predecessor firm Bear Stearns in 1980, Bob was a Trust Officer with State Street Bank and Trust Company (1970–1976). He then moved to Bache, Halsey, Stuart Shields (now Wells Fargo) in an institutional sales capacity (1976–1980).
Bob has over 50 years of experience in financial services, beginning in personal trust after college, expanding into pensions and profit-sharing, and then providing research to institutional clients. He has worked extensively with money management firms, investment counselors and law firms. Having forged a broad network of contacts and deep relationships in the Boston area, Bob has earned a reputation throughout the industry for being responsive, trustworthy and keeping his clients' interests at the forefront. He can also help guide them in gaining access to capital markets when appropriate.
Bob grew up in Boston, and earned a B.A. in History from Colgate University and an M.B.A. from Suffolk University. He is an active alumnus of both. He and his wife, Shawni, live in Norwell, and enjoy spending time with their four adult children and grandchildren. Bob also plays golf, tennis and squash. He is an expert skier and is a member of the Union Boat Club and the Kittansett Club.
Insights
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now