Robert Woolf is an Managing Director and Wealth Advisor with J.P. Morgan Wealth Management. Robert has 25 years' experience in the financial services industry. His experience is in portfolio management services and providing a framework to help clients achieve their goals. While Robert handles all investments, he concentrates on helping his clients transition to retirement.
Robert tailors portfolios by focusing on the unique needs of each client, from high-net-worth individuals to retirees and middle management corporate executives, pre-retirees and business owners. He helps them devise a comprehensive, thoughtful plan and utilizes J.P. Morgan's robust investment capabilities to help implement it.
His philosophy is passionate and straightforward: you have worked a lifetime to build your portfolio, let's ensure it is on track and will last a lifetime. Robert believes that clients should have the freedom to make the decision to continue to work, not because they have to, but because they want to. He strives to offer clients empathetic, no-nonsense financial planning and access to a broad array of investment products and investment management through J.P. Morgan. He aims for financial sustainability while helping you pursue your objectives.
Robert believes in being hands-on in his client relationships, especially in service. That means not only intense concentration in assessing goals, determining risk and investment selection, but also in follow-through. Regular reviews begin after the first month and then are scheduled quarterly, to monitor assumptions, market conditions and see what has changed in a client's life.
Robert has spent his entire career helping people manage money and plan for the future. Prior to joining J.P. Morgan in 2014, he was a Financial Advisor at UBS Financial Services and Morgan Stanley Smith Barney.
Robert graduated from Skidmore College in Saratoga Springs, NY. In his spare time he is active in youth coaching and enjoys playing golf and tennis. He lives in Norwell, MA with his wife and three sons.