At Hillcrest Capital Advisors, we consider our size an asset in building strong and lasting client relationships. We know our collective strengths and work collaboratively to deliver our services. Our clients know us to be “down the hall” and ready at any time.
Partner & Founder
Partner & Managing Principal
Registered Client Associate
Branch Operations Associate
We will help you find your path to financial well-being. But only you can take the first step. Please fill out the form below to start a dialogue with one of our wealth advisors.
Robert is dedicated to helping his clients achieve their objectives and has demonstrated this with his extensive industry experience and a track record of life-long relationships and engagement with clients and their families. He has been recognized as a Barron’s Top 1200 State By State Advisors (2021, 2022) and Forbes Best-In-State (NJ) Wealth Advisor (2020, 2021, 2022, 2023).
Prior to founding Hillcrest, he worked for several of Wall Street’s most notable securities firms to include Wells Fargo Advisors, Prudential Securities and Solomon Smith Barney. Hillcrest was founded on the premise of client-first leadership evolved to meet a next-generation platform and service-model.
Robert graduated with a bachelor’s degree in marketing and an MBA in finance from Fairleigh Dickinson University. He also holds the Certified Private Wealth Advisor, or CPWA®, a certification administered by the Investments and Wealth Institute at the Yale School of Management.
2022 Barron’s Top 1,200 State by State Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021 (Source: Barrons.com). 2021 Barron’s Top 1,200 State by State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020. The Barron’s Top 1,200 State by State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Taylor prides himself on building teams that strive to achieve their most challenging endeavors. He has both public and private sector experience. He’s served as a Captain and Military Intelligence Officer in both the U.S. Army’s Joint Special Operations Command and as an aide-de-camp for the 7th Infantry Division. He’s also helped scale numerous Veterans non-profits.
Prior to Hillcrest he worked for Goldman Sachs Investment Management Division before pivoting to focus on private markets at Bain & Company’s private equity group where he managed over 40 buy-side technology transactions. His depth of analytical experience is evident when he works alongside clients to manage both sides of their balance sheet.
Taylor earned a Bachelor of Science with Honors in Systems Engineering from The United States Military Academy at West Point and holds an MBA from Harvard Business School.
After 10 years working in education, Cheryl began her career in financial services. 25 years later, she still enjoys meeting clients and helping them with their needs and concerns. Attention to detail and providing the highest level of service are her focus.
Before joining Hillcrest, she worked at Morgan Stanley and at LPL Financial as a Senior Client Service Associate.
Cheryl graduated from The College of New Jersey where she earned a degree in Sociology with minors in Psychology and Anthropology. She lives in Bergen County, New Jersey with her husband Michael, daughter Nicolette, and dog Maci.
Noelle began her career in the commodities sector. After several years of performing a variety of regulatory functions related to the futures markets, she pivoted to the securities world where she obtained a comprehensive understanding of equities while obtaining her securities licenses and servicing multiple RIA accounts at Pershing. As she advanced in her career, she found herself wearing multiple hats in global compliance. She performed advisory and oversight functions in areas such as Prime Brokerage, Operations, Futures, Technology and AML at both Morgan Stanley and Goldman Sachs.
Noelle resides in Bergen County, NJ where you will find her active in her community, dining out with family and friends, and cheering on her daughter at a local field. Her favorite pastime is spending time with her daughter.
Investment and Insurance Products are:
This information is intended for use only by residents of (AZ, CA, CO, CT, DC, DE, FL, GA, KS, MA, MD, MO, NC, NJ, NY, OR, PA, SC, TN, TX, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.
For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.
© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.
