Robert Cawley

Robert is dedicated to his vision of growing Peerless Business Advisors with talented, experienced professionals who can help to serve the ever growing needs of business owners and high net worth individuals throughout the Lehigh Valley and beyond. 

As a financial services professional, Robert has niched himself within the Business Marketplace, guiding closely held business owners in areas such as developing succession strategies, key employee retention tactics, pension planning, and estate planning. As a technical expert in risk management and the technology that governs it, Robert and his team of professionals have successfully guided and serviced business owners throughout the country. Robert is a Lehigh Valley native, served four years of active duty as a Sergeant in the United States Marine Corps, and achieved a Bachelor’s of Science in both Finance and Accounting from DeSales University. Robert is currently an active member of the National Association of Insurance and Financial Advisors (NAIFA), The Estate Planning Council of the Lehigh Valley, The Society of Financial Service Professionals, The Society of Human Resource Professionals and the MassMutual Political Action Committee (MMPAC).

Licenses:

Life and Health insurance licensed in: PA,NJ, NY, VA, CO, FL, MA, MD, MI
Securities Licenses held: Series 63, 65, 7 and CRIA affiliated with MML Investors Services, LLC
Licensed to sell securities in: PA, NJ, NY, MD, MA