Robert Beck

Bob joined Stifel as a Managing Director/Investments for Valley Wealth Management Group in May 2020, after nearly two decades of serving in the same role for Wells Fargo Advisors and its predecessor firms.  He has more than 35 years of investment industry experience.

Bob began his career in 1984 at Gruntal & Co. Incorporate, a Stifel predecessor firm.  He graduated from Lehigh University with a B.A. Finance.  He provides personalized financial guidance for high-net-worth individuals, families, and businesses. He and his wife, Jackie, live in Allentown and are avid golfers.  His son, Bobby, currently attends The University of Notre Dame.

LICENSES

• Series 7, General Securities Representative
• Series 63, Uniformed Securities Agent State Law
• Series 65, Uniformed Investment Adviser Law
• Life, Health, and Variable Insurance (including annuities)

MEMBERSHIPS

• Society of Seniors, Member
• Easter Seals, Member

PHILOSOPHY

Bob provides comprehensive investment planning by helping clients identify and organize their life-long goals and create a plan designed to supply them with the income stream they deserve now and in retirement.