Robert A. Westley, CPA, PFS, CFP – 2023 “40 Under 40” Honoree

Robert is a Regional Wealth Advisor at Northern Trust responsible for advising the most sophisticated clients in the Northeast region. He specializes in the development, implementation, and oversight of financial, estate and tax plans for high-net-worth individuals, C-suite executives, and affluent families. He works closely with clients to help optimize their wealth within a goals-based construct utilizing financial modeling and analytics.

Robert is frequently sought after as a wealth management and tax expert in the national financial media and has been featured in the Wall Street Journal, New York Times, Barron’s, Washington Post, Chicago Tribune, CNBC, Market Watch, Kiplinger, and USA Today. He has authored many articles and columns for professional journals including the Journal of Financial Planning, Journal of Accountancy, and The Tax Adviser.

See all of the 2023 “40 Under 40” and “20 Under 40” honorees.