both inspiring and fulfilling. I have had the privilege of working with my team niche, both active and retired Corporate Executives, Directors, and Institutions, guiding them through both simple and complex planning, concentrated stock scheduling, Family Dynamics, Wealth Management, and Wealth Transfer strategies.
Robert's Industry History
- Prior to joining Wells Fargo Advisors, Robert ran a Municipal Bond consulting team at Oppenheimer & Co. from 1992-1997.
- In 1997, Robert’s team joined UBS, adding corporate and executive planning to his team’s offering.
- In 2001, Robert and his team joined Wells Fargo Advisors, expanding the group’s planning and executive services capabilities. The Karp Executive Stock Plan team is formed and quickly becomes one of the largest providers of Corporate and Executive Services within Wells Fargo Advisors Financial Network.
- In 2023, AKD Wealth partners is formed through the tactful merger of two of the largest WFA NYC teams, Barons Veteran and longtime colleague Stephanie Ackler (President of AKD) and Karp Team, adding additional breath, experience and leadership to the practice.
What Motivates Me
The underserved, along with the dynamic, ever-changing world of investment planning and wealth management, motivates me to deliver exemplary service to our clients. I take great satisfaction in guiding our clients through their financial vision, ensuring they are equipped with the knowledge and tools to make wise decisions that align with their long-term goals. Our collaboration with Wells Fargo Advisors’ research team allows for meticulous analysis for each professionally managed account. Our structured methodology and collaborative ethos have been instrumental in building trusted relationships with our affluent clientele. This has helped me and my team successfully navigate through both favorable and challenging financial markets over the past 30 years, demonstrating the resilience of our process and our commitment to our clients. And having fewer than 100 clients is a rarity in the business and allows for our favorable on-demand service model.
Life Outside work
I graduated from the State University of New York with a bachelor’s degree in Accounting and a Finance concentrate. Outside of my professional life, my family, community, daily personal fitness, and travels occupy the majority of my time.
For the past 30 years, I have been an active member of my community, North Battery Park City/Tribeca in lower Manhattan. I enjoy splitting time and work between Southampton, NY and Miami, Fl with my wife Stacey and three children: Holyn, Hutch and Kruse. My two oldest children attend Poly Prep Country Day School. Tennis is my family’s primary sport and my oldest daughter Holyn is a USTA Nationally ranked Jr tennis player. As such, I travel the country with her to various National tennis events.
Wealth & Planning Resources
We hope the attached pdf’s below will be of interest.