Your Relationship Manager (RM) serves as the point person for your relationship with Cleary Gull. RMs are responsible for the on-going monitoring and discussion of your financial goals and are available to help with all of your planning needs.
Robert F. Schneider, AWMA® - Assistant Vice President, Relationship Manager Telephone: 414.291.4503/800.544.9811
Prior to joining Cleary Gull, Mr. Schneider attained 10 years of investment experience in the greater Milwaukee area. Most recently he was an Investment Planning Consultant with Northwestern Mutual specializing in providing financial planning advice to financial and wealth management advisors with an emphasis on trust and advisory services. Previously he provided retirement and estate planning services to individuals and small businesses as a financial advisor at Merrill Lynch.
Mr. Schneider earned his Bachelors of Business Administration from St. Norbert College. He attained the Accredited Wealth Management Advisor® from the College for Financial Planning and has recently passed the the Certified Financial Planner® exam and will be soon receiving his CFP® designation. He is also a Registered Investment Advisor Representative.