Robert A. WoolfRobert A. WoolfManaging Director
About Robert
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.
Insights
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now