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Robert T. Weil, AWMA®, CRPC®

Robert T. Weil, AWMA®, CRPC®

Financial Advisor, Financial Planner

Robert has been a financial advisor for almost three decades, working with business owners, executives and families along many facets of their financial plans. In addition to providing financial planning and investment management services, Robert consults to high-net worth individuals and families as well as closely held companies pertaining to deferred compensation strategies and employee retirement plans. Robert studied at Cornell University and is a graduate of Florida International University. He has also attained both the Accredited Wealth Management AdvisorSM and the Chartered Retirement Planning CounselorSM designations from the College for Financial Planning. Accredited Wealth Management AdvisorSM and AWMA®, and Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.  As well, Robert takes great pride in playing an active role in the community, currently serving on the boards of the Evans Scholars Foundation of the Western Golf Association and the Jesse White Tumbling Team, as well as a member of the national investment committee of the American Liver Foundation.  He is licensed to sell insurance in IL, MD and AZ, and securities in: IL, MD, AZ, NC, CA, NJ and PA.