President
CurrentRobert is the president of Brandywine Wealth Management. He has over 30 years of experience in Investment Planning and Portfolio Management.
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@lpl.com
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4 phones found area 215 and 631
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LinkedIn matched
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Robert Smee is listed as President at Brandywine Wealth Management LLC, a company with 3 employees, based in Pennsylvania, United States, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 215, 631, and a matched LinkedIn profile for Robert Smee.
Robert Smee previously worked as Partner at Brandywine Wealth Management Llc and Branch Office Manager at H&R Block Financial Advisors. Robert Smee holds Bachelor'S Degree, Business Administration from Kutztown University Of Pennsylvania.
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Brandywine Wealth Management is a full-service Wealth Management firm. Our financial professionals provide fee-based planning services as well as brokerage and investment advisory services. We are licensed insurance providers. We take the time to know our clients. We take the initiative to conduct regular reviews and always include clients in the decision making process. When appropriate, we encourage the involvement of family members or friends. We have been helping clients make important financial decisions for more than 25 years. Our financial professionals are affiliated with LPL Financial, the largest independent broker dealer in the nation based on total revenue, as reported in Financial Planning magazine, June 1996-2020.Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA /SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: CA, CO, DE, FL, IN, MA, MD, NC, NJ, NY, PA, SC, VA, WA, WV.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Specialties: *Financial Planning*Investment Management*Insurance Services
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Robert is the president of Brandywine Wealth Management. He has over 30 years of experience in Investment Planning and Portfolio Management.
A partner with Brandywine Wealth Management and securities principal with LPL Financial with more than 27 years of experience in the financial services industry. Specializing in portfolio management and investment planning.
While as Branch Manager at H&R Block Financial Advisors, Inc. we consistently included in the company’s top 5 offices in the country for revenue. Supervising over 25 financial advisors from several offices. Responsible for compliance, training, recruiting, the growth of assets under management, and was the speaker at numerous corporate functions.
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Robert Smee works for Brandywine Wealth Management LLC.
Robert Smee is listed as President at Brandywine Wealth Management LLC.
AeroLeads has found 1 work email signal at @lpl.com for Robert Smee at Brandywine Wealth Management LLC.
AeroLeads has found 4 phone signal(s) with area code 215, 631 for Robert Smee at Brandywine Wealth Management LLC.
Robert Smee is based in Pennsylvania, United States, United States while working with Brandywine Wealth Management LLC.
Robert Smee has worked for Brandywine Wealth Management Llc, H&R Block Financial Advisors, Bryn Mawr Investment Group, Inc., and Hopper Soliday & Co., Inc..
Robert Smee's colleagues at Brandywine Wealth Management LLC include Francis Owens and Deirdre (Dee) Campbell-Bostic.
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Robert Smee holds Bachelor'S Degree, Business Administration from Kutztown University Of Pennsylvania.
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