Robert L. Warner - Executive Vice President, National Director
Telephone: 414.291.3856/888.349.1600

With over 25 years of financial services experience, Mr. Warner specializes in helping clients achieve their retirement and estate planning goals with an emphasis on estate conservation and wealth transfer planning. In addition to his Cleary Gull executive responsibilities, he is actively involved in new business development, and as the Managing Director for the Private Client Group focuses on his passion for client service.  During his 15 years of private practice experience, Mr. Warner worked on designing, implementing and funding personal and corporate life insurance, qualified retirement and executive benefit plans.  A member of the Society of Financial Service Professionals and a Past President of its Milwaukee Chapter, Mr. Warner also belongs to the Milwaukee Estate Counselors Forum. He is a life member of the Million Dollar Round Table.  Mr. Warner received a Bachelor of Science degree in Management from Purdue University. He is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC) and an Accredited Estate Planner (AEP).