Robert Schmidt

Robert Schmidt Email and Phone Number

Founder, Managing DirectorWavewood Private Wealth &Partners @ Wavewood Private Wealth
Robert Schmidt's Location
New York City Metropolitan Area, United States
Robert Schmidt's Contact Details

Robert Schmidt work email

Robert Schmidt personal email

n/a
About Robert Schmidt

I serve as the Managing Director of Investments at Wavewood Private Wealth, bringing over three decades of experience to my role. Born in Brooklyn and raised on Long Island, I have dedicated my career to crafting sophisticated strategies that help high-net-worth individuals and foundations achieve and safeguard their wealth. Recognized as a Forbes Best-In-State Wealth Advisor* and a constant fixture on the NJ Five Star Wealth Manager list, I am known for my intense focus on generating long-term results for my clients.I graduated from Binghamton University with a Bachelors of Science in Economics. I have been married for 33 years with three sons. Outside of work, I enjoy the beach, going to sporting events, and sports cars. I am a member of the Ferrari Club of America and the Normandy Beach Preservation association. I am also active in various charities and any of my sons’ activities.*See Award section below for required disclosuresVisit https://wavewoodpw.com/ to learn more.--Securities and advisory services offered through &PARTNERS LLC, a registered broker-dealer and investment advisor, member FINRA/SIPC.Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

Robert Schmidt's Current Company Details
Wavewood Private Wealth

Wavewood Private Wealth

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Founder, Managing DirectorWavewood Private Wealth &Partners
Robert Schmidt Work Experience Details
  • Wavewood Private Wealth
    Founder, Managing Director
    Wavewood Private Wealth Jun 2024 - Present
  • Wells Fargo Advisors
    Senior Financial Advisor, Managing Director - Investments
    Wells Fargo Advisors Mar 2009 - Jun 2024

Robert Schmidt Skills

Wealth Planning

Robert Schmidt Education Details

  • Binghamton University
    Binghamton University
    Economics

Frequently Asked Questions about Robert Schmidt

What company does Robert Schmidt work for?

Robert Schmidt works for Wavewood Private Wealth

What is Robert Schmidt's role at the current company?

Robert Schmidt's current role is Founder, Managing DirectorWavewood Private Wealth &Partners.

What is Robert Schmidt's email address?

Robert Schmidt's email address is ro****@****ors.com

What schools did Robert Schmidt attend?

Robert Schmidt attended Binghamton University.

What skills is Robert Schmidt known for?

Robert Schmidt has skills like Wealth Planning.

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