The Will and Lobo Wealth Management Group

Robert Will, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group


Bob has been crafting comprehensive wealth solutions for clients since 1998 when he began his career at A.G. Edwards & Sons, Inc., where he spent 10 years honing his skills prior to joining RBC Wealth Management in 2008. Bob prides himself on providing trusted advice and exceptional service to his valued clients.

Bob earned his undergraduate degree in communications and journalism from St. John Fisher College in Rochester, New York. In addition to passing his FINRA Series 7, 31, 63, and 66 exams, he is also licensed to assist clients in addressing their insurance needs. Bob believes that life insurance, long-term care insurance and disability coverage are key components of the financial planning process. He has also earned the firm’s internal professional designation of Accredited Wealth Manager (AWM) which provides financial advisors with cutting-edge strategies and training in the areas of estate and trust services, insurance solutions, and advanced investment strategies.

Bob currently serves on the executive board of the Longhouse Council, Boy Scouts of America. He grew up in scouting and achieved the rank of Eagle Scout. He had a wonderful experience as a youth in the program and today seeks to reinforce positive qualities of character as a Cub Scout Den Leader. Bob also volunteers time as a youth soccer coach for the Fayetteville-Manlius Soccer Club.

Bob resides in Manlius with his wife, DeAnne, and their three children: Avery, Henry and Harper. In his free time, Bob enjoys boating, skiing and spending time with his family.

Christopher Lobo

Branch Director

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Chris entered the financial industry in 1982 with Bear Stearns & Co. in New York. While at Bear Stearns, Chris earned his Bachelor of Science degree in finance from New York University, Stern School of Business by attending night school. Chris has spent a large part of his financial career living and working in Europe. His primary business relationships were with Swiss private banks, where he assisted financial advisors in selecting U.S. equity investments for the global portfolios of their high-net-worth private clients. During this period, Chris was the managing director of the Geneva, Switzerland office for A.G. Edwards and afterwards the managing director of the European Desk for Wells Fargo Securities in London. In 2016, Chris made the decision to move back to the states and join RBC Wealth Management. Chris spends his time exclusively managing the investments for private clients.

In the early 1990s, Chris met and fell in love with his wife, Laura, whose family is from Syracuse, New York. The natural beauty of central New York and the warm quality of its people convinced the Lobo family to settle in Syracuse. Chris and Laura have two daughters. The Lobos enjoy running, swimming, hiking, quiet walks in the woods and non-stop laughter.

Tracey Pollock

Investment Associate


Tracey compliments our team with her focus on providing exceptional client service support. For the past 38 years, she has brought a genuine interest in people and has consistently met the expectations of our clients.

Tracey joined RBC Wealth Management in 2007, was later awarded the 2011 Award of Excellence and continues to uphold the integrity and values of the firm. She has passed the FINRA Series 7 and 63 exams.

Tracey loves reading, travelling and theatre. She was formerly the president of The Syracuse Children’s Theatre. She also enjoys every opportunity she has to spend time with her husband, David, and their three grown children.

Our internal resources

The wealth management professionals serve as a resource to RBC Wealth Management® financial advisors. They develop a stronger understanding of your personal financial objectives, gather valuable information and support complex financial and wealth strategies issues for the clients of RBC Wealth Management.

Rich Matthews

Wealth Planning Consultant

Leah Wetzel

Wealth Management Consultant

Scott Rogneby

Divisional Retirement Consultant

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

Aleksandra Adamczyk

Credit Solutions Consultant

Steven Mangine

Insurance Consultant

Roman Kozak

Retirement Plans Senior Consultant