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Our financial advice team


Robert Whitehead, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Robert Whitehead

MBA

Financial Advisor

Managing Director of
Kuttin Wealth Management
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Interests

On a personal note, I enjoy spending time with my beautiful wife Helen and our two children Brendan and Shannon . When I'm not at the office you can find me on the beach, golf course, ski slopes, or sidelines supporting my children.

Awards & recognition

  • Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021

Education

  • Master of Business Administration, St. John's University 1994

Community participation

  • Glen Cove Little League Baseball Coach
  • Nassau-Suffolk Football League Coach
  • Saint Patrick's CYO Basketball Coach