1230 Memorial Highway, Suite 101
Shavertown, PA 18708
Wilkes Barre (South Main Street)
406 South Main Street
Wilkes Barre, PA 18701
A Magna Cum Laude graduate of King’s College with a degree in Political Science and Economics, Bob has over 20 years of experience delivering sound advice to his clients. He began his financial career in management, became a Vice President with PNC Wealth Management and formed an investment group with Merrill Lynch. Bob currently holds a variety of professional licenses including: Series 7, Series 66, Series 63 Life, Accident and Health Insurance with LPL Financial, and his LUTCF designation.
Bob is a lifelong resident of the Wyoming Valley and is extremely active in the community serving on a variety of Boards of Directors and Advisory Committees.
Bob works with a team of highly skilled individuals at Community Investment Services to provide financial services that include:
- Retirement Planning
- Estate Planning
- College Funding
- Investment Planning
- Insurance Services
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit