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Robert W

CFP®, Series 63

Bethlehem, PA

Hornor, Townsend & Kent, LLC

Robert Willever is a CFP® with 40 years of experience in the financial services industry and has been with Hornor, Townsend & Kent, LLC since 1996. He holds a Series 63 license and operates an insurance brokerage under the name Willever Wealth Management, providing insurance sales and services to multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, managing approximately $8.37 billion in discretionary assets and $648 million in non-discretionary assets as of the end of 2025.

Business succession planning Wealth management
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