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Robert Cawman Email & Phone Number

Registered Representative at Money Concepts
Location: Florence, Kentucky, United States 2 work roles
1 work email found @moneyconcepts.com LinkedIn matched
✓ Verified August 2026 3 data sources Profile completeness 86%

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Work email r****@moneyconcepts.com
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Current company
Role
Registered Representative
Location
Florence, Kentucky, United States
Company size

Who is Robert Cawman? Overview

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Quick answer

Robert Cawman is listed as Registered Representative at Money Concepts, a with 564 employees, based in Florence, Kentucky, United States. AeroLeads shows a work email signal at moneyconcepts.com and a matched LinkedIn profile for Robert Cawman.

Robert Cawman previously worked as President at Excalibur Financial Group, Inc..

Company email context

Email format at Money Concepts

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{first_initial}{last}@moneyconcepts.com
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Profile bio

About Robert Cawman

I am a Registered Financial Consultant and President of Excalibur Financial Group, Inc. in Florence, Kentucky, and I have been helping my clients reach their financial goals since 1994. I listen carefully to each client’s wishes and then develop a plan using investments that fit with their goals and desires, and I explain everything plainly in terms that the client can fully understand. My objective is to manage each client’s assets, whether large or small, in such a way that they never have to worry about running out of money. I offer clients retirement planning, wealth management, investment management and asset management services.

Listed skills include Retirement Planning, Ira'S, Annuities, Estate Planning, and 19 others.

Current workplace

Robert Cawman's current company

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Money Concepts
Money Concepts
Registered Representative
palm beach gardens, florida, united states
Employees
564
AeroLeads page
2 roles

Robert Cawman work experience

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Registered Representative

Current

Registered Representative with Money Concepts Capital Corp.Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. MoneyConcepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts… Show more Registered Representative with Money Concepts Capital Corp.Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. MoneyConcepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service orproduct, or to provide investment, tax or any other advice.This Page is intended for US persons only Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for itsContent. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money.All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC© 1979-2010 Money Concepts International Inc.Excalibur Financial Group, Inc. is an independent firm not affiliated with Money Concepts Capital Corp. Show less

Jun 1994 - Present

President

After a successful career in sales management, I made the transition to financial advising and worked with Swiss Financial Service and Kohn Financial Corporation, both in Cincinnati, for a few years. It wasn’t long before, spurred on by my love of working with people as well as my desire to help them succeed financially, I decided to open my own practice. I named the practice Excalibur Financial Group, Inc., using the legend of King Arthur and the sword Excalibur as symbols of honesty… Show more After a successful career in sales management, I made the transition to financial advising and worked with Swiss Financial Service and Kohn Financial Corporation, both in Cincinnati, for a few years. It wasn’t long before, spurred on by my love of working with people as well as my desire to help them succeed financially, I decided to open my own practice. I named the practice Excalibur Financial Group, Inc., using the legend of King Arthur and the sword Excalibur as symbols of honesty, excellence and integrity. I believe in developing lasting relationships based on trust and mutual respect. That’s why I take a long-term approach as well as an interest in each client. I always try to treat each client the way I would like to be treated- with honesty, respect and a sincere desire to help them reach their goals. I am a member in good standing of the International Association of Registered Financial Consultants, and Excalibur Financial Group is accredited by the Better Business Bureau. I offer: Retirement Planning, Stocks, Bonds, Mutual Funds, ETF's, REITS, Annuities, IRA's, Roth IRA's, 401(k), Estate Planning, Life Insurance, College Financial Aid Planning, Investment Strategies for Corporations & Trusts, Wealth Management & Income Protection Show less

Team & coworkers

Colleagues at Money Concepts

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FAQ

Frequently asked questions about Robert Cawman

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What company does Robert Cawman work for?

Robert Cawman works for Money Concepts.

What is Robert Cawman's role at Money Concepts?

Robert Cawman is listed as Registered Representative at Money Concepts.

What is Robert Cawman's email address?

AeroLeads has found 1 work email signal at @moneyconcepts.com for Robert Cawman at Money Concepts.

Where is Robert Cawman based?

Robert Cawman is based in Florence, Kentucky, United States while working with Money Concepts.

What companies has Robert Cawman worked for?

Robert Cawman has worked for Money Concepts and Excalibur Financial Group, Inc..

Who are Robert Cawman's colleagues at Money Concepts?

Robert Cawman's colleagues at Money Concepts include Bill Kent, Duver Ibañez Chavarro, Linda Munoz, Sarah Austin, and Sandra Pagnotta.

How can I contact Robert Cawman?

You can use AeroLeads to view verified contact signals for Robert Cawman at Money Concepts, including work email, phone, and LinkedIn data when available.

What skills is Robert Cawman known for?

Robert Cawman is listed with skills including Retirement Planning, Ira'S, Annuities, Estate Planning, Wealth Management, 401K, Income Protection, and Investment Strategies.

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