Education
Drexel University
Drexel UniversityDoctor of MedicineCollege for Financial Planning
College for Financial PlanningMaster of Science
About Robert
Informed Financial Guidance and Empathy
Welcome! I'm Bob Engleman, a unique financial advisor at Edward Jones, where my journey from psychiatry to finance equips me with a deep understanding of both the emotional and practical aspects of financial advising. My mission is to guide you through life's significant financial decisions with both empathy and insight.
Understanding Your Financial Needs:
• Emotional Insight: As a former psychiatrist, I recognize the complex emotions surrounding money and major life events like retirement, marriage or career changes. My approach integrates this sensitivity, helping to ensure your financial decisions are both emotionally and economically sound.
• Financial Education: Proudly...
Welcome! I'm Bob Engleman, a unique financial advisor at Edward Jones, where my journey from psychiatry to finance equips me with a deep understanding of both the emotional and practical aspects of financial advising. My mission is to guide you through life's significant financial decisions with both empathy and insight.
Understanding Your Financial Needs:
• Emotional Insight: As a former psychiatrist, I recognize the complex emotions surrounding money and major life events like retirement, marriage or career changes. My approach integrates this sensitivity, helping to ensure your financial decisions are both emotionally and economically sound.
• Financial Education: Proudly...
Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Portfolio Reviews
- New Investors
Certifications
AWMA™
Accredited Wealth Management Advisor™
Education
Drexel University
Drexel UniversityDoctor of MedicineCollege for Financial Planning
College for Financial PlanningMaster of Science
Personal Interests
- Spending Time with Family
- Volunteering
- Health & Nutrition
- Technology
Team Members
Hailey TrawitzBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
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