Robert NicastroRobert Nicastro, ChFC®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
Top Wealth Management Teams Best-In-State
2025 • 2024
America's Top Wealth Management Teams
2024
About Robert
Robert Nicastro is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
In 2023, he joined the firm from First Republic, where he spent two years with the team as Vice President, Wealth Manager. Previous to that, Robert worked for ten years alongside his colleagues as a Vice President and Senior Wealth Advisor at Citi Personal Wealth Management.
Day in and day out, Robert addresses the sophisticated planning needs of the team's ultra-high-net-worth clientele—C-suite executives with issues surrounding concentrated stock positions, business owners contemplating the sale of their enterprises, family members with conflicting visions, and retirees looking to create enduring legacies.
Robert does his best work for clients whose financial pictures are complex and require a more comprehensive approach. He believes that clients stay with him and refer others due to his integrity, sensitivity and technical skills.
A golf enthusiast, Robert and his wife, Isabel, reside in Seaford, New York. They are proud parents of two children, including a member of the U.S. Marine Corps.
Insights
Markets
Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
Banking
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Wealth Planning
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
Investing
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
Outlook
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
Investing
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
Markets
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowMarkets
Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read NowWealth Planning
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read NowInvesting
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read NowBanking
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read NowWealth Planning
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowInvesting
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowOutlook
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowInvesting
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read NowMarkets
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
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