Robert F. Banas
Founder of Wilco Wealth Management, Portfolio Manager and Senior Financial Advisor, LPL Financial. Licensed Insurance Agent, NY, PA, NJ.
- Role
- Chief Financial Officer at C Suite Insurance Services Llc
- Location
- Tonawanda, NY, US
- LinkedIn followers
- 500 followers
About Robert F. Banas
Securities and advisory services offered through LPL Financial, a Registered Investment…
Experience
Chief Financial Officer
C Suite Insurance Services Llc
Aug 2025 — Present · Williamsville, NY, US
C Suite Insurance Services LLC focuses on small business owners, working professionals and those who depend on them. We offer a full range of Commercial, Group Plans, E&O, Property & Casualty, Fleet Insurance, Life, Disability. We also have dedicated reps who can assist with Medicare and NYS Market Place insurance plans. I am a licensed agent and assist with management and marketing. This role is separate from my advisory practice, but the office is conveniently located next door. Please call for an appointment or send me an inquiry to see what C Suite can do for you. R•••@csuiteinsurance.com
Education
Medaille University
BA, Business Administration
2010 — 2012
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