Robert Wert

Role: Wells Fargo Advisors at Oxford Harriman & Company
Location: Reading, PA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Robert Wert

I created Longview Private Wealth Management in order to provide a high level of service…

Experience

Wells Fargo Advisors
Oxford Harriman & Company
Present

Education

University of Chicago
Master of Business Administration (M.B.A.), Finance, General
1981 — 1982
Penn State University
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
1978 — 1980

Skills

Retirement
Finance
Leadership
Retirement Plan Consulting
Asset Allocation
Investment Planning
Securities
Investments
Financial Services
Financial Advisory

Contact information

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Work email
•••••@oxfordharriman.com
Personal email
•••••@•••••.com
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Current company

Oxford Harriman & Company

Financial Services · 43 employees · Founded 2015 · Beachwood, Ohio, United States

Oxford Harriman & Company is a nationally recognized wealth management practice with 34 offices across 13 states and more than 70 financial advisors dedicated to helping clients accumulate, preserve, and transfer wealth. We are a practice built on the foundation of long-term relationships, personalized advice, and disciplined investment planning. Our comprehensive approach to private wealth management is rooted in clarity, focus, and strategy—providing our clients with a clear path to pursuing their financial goals. Who We Serve We work with a select group of individuals, families, and business owners to develop tailored financial strategies. We believe our clients value long-term planning, thoughtful risk management, and a consistent investment philosophy. What Sets Us Apart At Oxford Harriman & Company, we follow the guiding principle of “clarity of thought” in everything we do. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social This information is intended for use only by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS,KY, LA, MA, MD,ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, Mark Bailey CA Insurance License #OF88271 Resident State NY, Dennis Barba CA Insurance License 01•••86 Resident State OH, Charles Bracken CA Insurance License 0L07091 Resident State NY, Tom Cometa CA Insurance License 0K98521 Resident State NJ, Kery Hutner CA Insurance License #42•••09 Resident State OH, Dathan Lumpkins CA Insurance License 0M848696 Resident State MI

oxfordharriman.com

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About Robert Wert

Experience

Wells Fargo Advisors

Education

University of Chicago

Penn State University

Skills

Find verified contacts for anyone on LinkedIn