| Wilkie & Wilkie Attorneys-at-Law |
33 Hilton Avenue |
Robert A. Wilkie, Esq. is a uniquely experienced and imaginative financial planner as well as an attorney. For more than 15 years he has been involved in analyzing the needs of high net worth individuals, professionals, entrepreneurs, and corporate executives. As a partner in the law firm of Wilkie & Wilkie, he and his team have established comprehensive programs designed to meet the insurance, banking, investment and tax planning needs of his clients.
He is a member of the Long Island Estate Planning Council and a former adjunct professor of Financial Planning for Adelphi University. He has served on the Legal Financial Planning Task Force of the American Bar Association as well as being the past Chairman of the Practice Management Committee of the Task Force.
Mr. Wilkie has lectured and addressed numerous national audiences on various legal topics in Financial and Estate Planning. Articles and interviews about Mr. Wilkie have appeared in The Wall Street Journal, Money Magazine, IRA- Wealth Advisory, Financial World, Sylvia Porter's column, and Physician's News. He has also appeared on CNN's "Your Money."
Prior to establishing the firm of Wilkie & Wilkie, Mr. Wilkie was the Coordinator of Financial Planning for the New York office of Touch Ross and Senior Financial Planner at U.S. Trust Company of New York.
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