Robert Maxwell

Robert has been in the financial services industry for over 4 years. He began his career with a wealth management firm in Woodbury, New York, where he obtained his life and health license along with his series 7 and 66. Robert began thinking about the future of his practice and wanted to expand his offering to his clients and decided to align himself with a comprehensive planning firm.

Robert works with clients by assessing their short and long-term goals, not just financial goals, but all types. He asks them about their hopes, dreams, aspirations, and develops a plan taking everything into consideration. He prides himself on building a relationship with clients that feels like they are speaking with a friend rather than an acquaintance. Robert works with his peers and business owners to help them understand how the dollars flowing through their balance sheet work and work together.

Robert was attracted to the financial services industry because he understands he determines his own income, the effort and time he puts into growing his practice is directly correlated to the income he earns.  Also, seeing a client achieve something they never imagined was possible gives him a sense of purpose.

In his free time Robert enjoys a few different hobbies. He has taken acting classes, stays fit with MMA, and in the warmer months he enjoys spending time with his family boating and fishing.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.