Robbins Farley LLC

Patrick Grasso is a Series 66-credentialed financial advisor with 10 years of industry experience. He is currently with Robbins Farley LLC and has previously worked at Vision Capital Partners, Affinia Financial Group, and The Ayco Company, L.P., a Goldman Sachs Company. Robbins Farley advises individuals, trusts, charitable organizations, and businesses, providing wealth planning, financial planning, and portfolio management services. The firm employs a predominantly top-down, macro-driven investment approach and utilizes model portfolios alongside options and derivative strategies tailored to client objectives and risk tolerance.

Colleen Farley is a financial advisor at Robbins Farley LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network, LLC for five years. Outside of advising, she serves as a board member for Associated Grocers of New England and is a Notary Public in Bedford, NH. Robbins Farley LLC provides wealth planning, financial planning, and portfolio management services to individuals, trusts, charitable organizations, and businesses. The firm employs a top-down, macro-driven investment approach and offers discretionary asset management along with participant-directed retirement plan consulting.

David Lanzillo is a financial advisor at Robbins Farley LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2013 to 2017. Lanzillo has been with Robbins Farley since 2017. Robbins Farley LLC provides wealth planning, financial planning, and portfolio management services to individuals, trusts, charitable organizations, and businesses. The firm employs a top-down, macro-driven investment approach and utilizes model portfolios alongside options and derivative strategies tailored to clients’ objectives and risk tolerances.

Allie Henke is a financial advisor at Robbins Farley LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at Saltbox Financial LLC and RBC Wealth Management. Robbins Farley advises individuals, trusts, charitable organizations, and businesses, providing wealth planning, financial planning, and portfolio management services. The firm employs a top-down, macro-driven investment process and uses model portfolios alongside options and derivative strategies tailored to client objectives and risk tolerance.