Robert Behr Email & Phone Number

Comprehensive Wealth Manager @ PlanVest Financial

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Robert Behr Location

Bethesda, MD, US

Robert Behr Work

2014 - now Comprehensive Wealth Manager @ PlanVest Financial
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2012 - 2013 Financial Advisor @ Morgan Stanley
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2005 - 2011 Financial Advisor @ Smith Barney

2001 - 2005 Financial Advisor @ UBS Group AG
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Robert Behr Education

American University - Kogod School of Business
MBA (Accounting)
1991 - 1995
American University
BA (Economics, Finance)
1981 - 1986

Robert Behr Skills

CPA
CRPC
Retirement Planning

Series 7
Series 31
Series 66
Life Insurance
Financial Planning
Financial Advisory
Securities

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Robert Behr Summary

Robert Behr, based in Bethesda, MD, US, is currently a Comprehensive Wealth Manager at PlanVest Financial. Robert Behr brings experience from previous roles at Morgan Stanley, Smith Barney and UBS. Robert Behr holds a 1991 - 1995 MBA in Accounting @ American University - Kogod School of Business. With a robust skill set that includes CPA, CRPC, Retirement Planning, Series 7, Series 31 and more. Robert Behr has 1 emails and 2 mobile phone numbers on RocketReach.

Robert Behr Emails

Found 1 emails

@planvestfinancial.com

Robert Behr Phone Numbers

Found 3 phone numbers

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