Roberta L. Nestor
Director of Asset Management
Roberta is an Investment Adviser Representative of Commonwealth Financial Network®.
She began her career in 1982 with John Hancock Life Insurance. In 1984, she registered with Commonwealth, which gives her the freedom to provide diverse guidance and insight to clients. She also worked as vice president of marking for a local brokerage firm from 1990 to 1993. After that, Roberta founded the National TSA Association (NTSAA), a nonprofit group that supported advisors who were exclusive to nonprofit organizations such as public educations, hospitals, and colleges.
Since 2005, Roberta has a newspaper column, “Dollars and Sense,” which is published in the Orange Town News and Woodbridge Town News. Archives of her articles can be found at www.orangetownnews.com.
Roberta’s goal is to provide a high level of personalized service and build long-term relationships with her clients and their families. As a part of an independent broker/dealer, she acts in the best interest of her clients and focuses on achieving their financial goals.
Active in the Milford community, Roberta participates in the Milford Chamber of Commerce and developed a program called "Birthday Wishes" exclusively for the Boys and Girls Club of Milford. The goal of the project is to make sure every child there has a homemade cake to celebrate their birthdays with their families.
Her financial credentials include FINRA Series 6, 26, 55, 63, and 65 securities registrations. For the past six consecutive years, Roberta has been named Five Star Wealth Manager from Connecticut Magazine since 2012*.
Roberta L. Nestor is proud to have been recognized as a Founder's Club advisor for 2018—a distinction based on annual production that places her among the top 39 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,178 Connecticut area wealth managers were considered for the award; 293 (9 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Lisa A. Mastropietro
Director of Client Relations
Lisa joined Nestor Financial in 1996 and provides invaluable service to clients. Lisa is an important member of our team because she shares many of the financial concerns and situations expressed by families today. Having raised four children, she understands facing the complexities of college, both financially and emotionally. She also provided care to aging parents while working and raising her family.
Lisa makes all of our clients feel welcome. She is efficient in all that she does. Her many hats include being a licensed life insurance agent, a notary public, providing excellent client service, implementing procedures, compliance, and internal processing. When Lisa tells clients "consider it done," she means it and goes above and beyond to respond to the needs of our clients.
Lisa can assist you with account issues such as new account establishment and maintenance, IRA distributions, and moving money between accounts. She has worked in the financial industry since 1996 and brings a wealth of knowledge to Nestor Financial.
For the past four years, Sharon has added a personal touch to Nestor Financial Network. Often, she is the friendly voice heard on the phone with clients and assists in daily administrative office responsibilities. Since Nestor Financial has begun the “Birthday Wishes” program, Sharon has been the head coordinator and implementor. She corresponds between the clients and the Boys and Girls Club of Milford, helping to make this wonderful program thrive.