OneTeam Financial
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One Team Financial, LLC “OneTeam” is a premier financial planning firm in the tri-state area (NY, NJ, CT) providing holistic written retirement income plans for the baby boomer and senior marketplace focusing on the distribution phase of their lives. One Team Financial, LLC is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securitie
05/22/2026
🌟 Employee Spotlight: Robert Waldron 🌟
Meet Rob, our Wealth Operations Team Lead!
Rob keeps client logistics in order behind the scenes, making sure our clients’ accounts are set up, implemented, and maintained according to plan. He recently expanded into insurance processing, adding even more range to his operational expertise.
Fun facts:
📄 Rob helped us dramatically reduce paper usage in our onboarding process, helping us go greener while creating a more efficient client experience
🏹 He is an experienced archer
📺 Outside of the office, you'll find him binging Paradise on Hulu, watching F1 racing, reading sci-fi, or spending time with family and friends.
Rob’s attention to detail, problem-solving mindset, and commitment to delivering a seamless client experience make him an essential part of our team. We're lucky to have him!
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Address
331 Newman Spring Road, Building 1
Cranford, NJ
07701
