Robert Elwell Email & Phone Number
Senior Financial Advisor, Citadel Wealth Management @ Citadel Credit Union
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Robert Elwell Location
- Springfield, PA, US
Robert Elwell Work
- Senior Financial Advisor, Citadel Wealth Management @ (December 2024 - Present)
- Senior Financial Advisor, CUSO Financial Services, L.P. @ (November 2020 - January 2025)
- Financial Advisor @ (October 2018 - November 2020)
- Financial Consultant @ (May 2018 - September 2018)
Robert Elwell Education
- Penn State University
Bachelor of Science - BS (Economics)
2014-2018 - Father Judge High School
High School Diploma (General)
2010-2014
Robert Elwell Skills
- Insurance Needs Analysis
- Asset Allocation Strategies
- Estate Planning Strategies
- Financial Planning
- Tax-efficient Investing Strategies
Robert Elwell Summary
- Robert Elwell, based in Springfield, PA, US, is currently a Senior Financial Advisor, Citadel Wealth Management at Citadel Credit Union. Robert Elwell brings experience from previous roles at Citadel Credit Union, Citizens Investment Services and AXA Advisors, LLC. Robert Elwell holds a 2014 - 2018 Bachelor of Science - BS in Economics @ Penn State University. With a robust skill set that includes Insurance Needs Analysis, Asset Allocation Strategies, Estate Planning Strategies, Financial Planning, Tax-efficient Investing Strategies and more. Robert Elwell has 6 emails and 6 mobile phone numbers on RocketReach.
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Top Citadel Credit Union Employees
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Philadelphia, PA, US
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Sheri Perkins
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New York, NY, US
Bill Brown
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