About Bob Wert
Robert (Bob) Wert, Managing Director- Investments, holds an MBA in Finance from the University of Chicago and a BBA in Business from the Pennsylvania State University. In addition, he completed the Securities Industry Institute sponsored by the Securities Industry Institute at the Wharton School of the University of Pennsylvania. He was named Forbes best in state wealth advisor in 2018.*
Bob has been with Wells Fargo Advisors and predecessor companies for over 30 years. He has been named as a Premier Advisor. This designation is held by a select group of Financial Advisors with Wells Fargo Advi... Read More
Robert (Bob) Wert, Managing Director- Investments, holds an MBA in Finance from the University of Chicago and a BBA in Business from the Pennsylvania State University. In addition, he completed the Securities Industry Institute sponsored by the Securities Industry Institute at the Wharton School of the University of Pennsylvania. He was named Forbes best in state wealth advisor in 2018.*
Bob has been with Wells Fargo Advisors and predecessor companies for over 30 years. He has been named as a Premier Advisor. This designation is held by a select group of Financial Advisors with Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.
Bob founded the Wert Investment Consulting Group of Wells Fargo Advisors in order to provide a high level of service to a small number of clients. The group works with families, companies and not for profit organizations to articulate goals and implement custom-designed action plans.
In addition to his work responsibilities, Bob also serves on the Investment Committees of both the United Way of Berks County and the Diocese of Allentown. He also serves on the Lehigh Emerging Technologies Network, Lehigh University.
Bob hosts "Berks Business" on Berks Community Television, Comcast channel 15. The program features interviews with the leaders of the regional business community. In addition, he is the host of the Charitable Leaders Lecture Series which brings together the leaders of the local not for profit community.
Bob is married to Mary Elizabeth Wert. The couple has three children and resides in Lower Heidelberg Township.
* Team Assets (Custodied) on ranking profile are as of 6/30/2020. Assets as of 03/01/2021 are $334 million.
*Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC. Read Less