Meet the Team

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Robert Palmer, CFP®

Senior Vice President
Manager of Financial Planning

Robert is a Senior Vice President and Manager of Financial Planning at Atlas Private Wealth Management. He has over twenty years of experience in the financial services industry.

Prior to joining Atlas, Robert spent seventeen years with Ayco, a Goldman Sachs Company. While at Ayco, Robert traveled extensively, conducting financial education workshops and providing comprehensive financial planning advice to Fortune 500 corporate executives and employees throughout the United States. These meetings focused on investment allocation, retirement, and estate planning.

Robert earned a bachelor’s degree in finance from the State University of New York at Brockport. He is also a CERTIFIED FINANCIAL PLANNERTM professional.

Robert is an avid outdoorsman and enjoys spending time with his wife, Linda. They reside in Guilderland, a suburb of Albany, New York.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP ® in the United States.

 

rpalmer@atlaspwm.com

800-432-7447 ext. 624