Robert Davey, CLU, ChFC, CFP®

Current

• Financial Advisor at Northwestern Mutual Financial Network

Past

• Account Manager at Maritz
• Account Manager at Focus Research Systems
• Sales Representative at Xerox

see less...

Education

• The University of Connecticut

Connections

96 connections

Industry

Financial Services

Websites

• My Website

Robert Davey, CLU, ChFC, CFP®’s Summary

Robert D. Davey is a Financial Advisor with the Northwestern Mutual Financial Network. The Network's mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. He uses a four-step approach in working with his clients to understand complex financial issues, and how they can affect life goals — whether a client is working to achieve current financial success, or to protect and preserve assets over the long-term. For additional information, call Bob at 860-352-3017 or visit his Web site at http://www.bob-davey.com.

Robert Davey, CLU, ChFC, CFP®’s Specialties:

Personal Needs Analysis
Estate Analysis
Business Needs Analysis
Retirement Solutions

Robert Davey, CLU, ChFC, CFP®’s Experience

• Financial Advisor

  Northwestern Mutual Financial Network

  (Privately Held; Financial Services industry)

  July 1987 — Present (22 years 6 months)

  Bob helps individuals achieve a more secure future for themselves, their families, and businesses by providing a wide range of products and services to address their needs and goals. He can also work with clients in creating a financial plan that will serve their needs over time. Please let Bob know how he might be able to help you realize your vision for the future.

• Account Manager

  Maritz

  (Privately Held; 1001-5000 employees; Marketing and Advertising industry)

  January 1986 — June 1987 (1 year 6 months)

• Account Manager

  Focus Research Systems

  (Privately Held; Information Technology and Services industry)

  September 1983 — January 1986 (2 years 5 months)

• Sales Representative

  Xerox

  (Public Company; 10,001 or more employees; XRX; Information Technology and Services industry)

  December 1980 — September 1983 (2 years 10 months)

Robert Davey, CLU, ChFC, CFP®’s Education

• The University of Connecticut

  1978 — 1980

Additional Information

Robert Davey, CLU, ChFC, CFP®’s Websites:

• My Website

Robert Davey, CLU, ChFC, CFP®’s Interests:

Coaching Youth Sports, Skiing, Fishing

Robert Davey, CLU, ChFC, CFP®’s Groups:

Estate and Business Planning Council of Hartford, Director

•    Financial Service Professional, Hartford

Robert Davey, CLU, ChFC, CFP®’s Contact Settings

Interested In:

• expertise requests
• reference requests
• getting back in touch