Partner with Robert to create a unique plan for your financial well-being, for now and for years to come.
Helping Clients Navigate Their Financial Futures
“I am a Financial Advisor who assists individuals, families, and small business owners in navigating the accumulation, preservation, and distribution phases of their lives. By taking a planning-oriented, goals-based approach to my clients' financial well-being, I am able to deliver strategies and plans that not only help my clients succeed in life, but also provide a measure of confidence in their financial future as well.”
Check the background of this financial advisor on FINRA’s BrokerCheck website.
About Robert
Whether working with individuals, families, or small business owners, Robert takes his clients’ unique circumstances into consideration, helping to guide and inform their immediate and future plans and goals for results that will be most beneficial to them.
He holds a Bachelor of Science degree in Economics from Penn State University.
Certifications
- Life, Accident, and Health Insurance Licensed in PA
- Series 7 General Securities Representative
- Series 66 Investment Advisor Representative
- Regional Coverage
- Robert’s regional coverage includes Citadel’s Springfield and Brookhaven offices.
Regional Coverage
Robert’s regional coverage includes Citadel’s Springfield and Brookhaven offices.
Schedule your consultation today!
Robert takes his clients’ unique circumstances into consideration, helping to guide and inform their immediate and future plans and goals for results that will be most beneficial to them. Partner with Robert to create a unique plan for your financial well-being, for now and for years to come.
Email: RobertElwell@citadelbanking.com
Phone: (610) 380-6008
Assistant: Grant Gaugler, (484)-713-3789