Meet the Team

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Robert Palmer, CFP®

Senior Vice President
Wealth Management Advisor

Robert is a Senior Vice President and Wealth Management Advisor at Atlas Private Wealth Management. He is an experienced CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry.

Prior to joining Atlas, Robert spent 17 years with The Ayco Company, L.P, a Goldman Sachs Company. While at Ayco, Robert traveled extensively where he conducted financial education workshops and provided 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.  Before joining Ayco, he worked for KeyCorp Company in its trust department as a Mutual Fund Specialist.

Robert earned a bachelor’s degree in finance from State University of New York at Brockport.

Robert enjoys the outdoors and playing golf with his wife, Linda. They reside in the Albany suburb of Guilderland, NY.

rpalmer@atlaspwm.com

800-432-7447 ext. 624