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Robert W

Series 66

Stephens City, VA

Navy Federal Investment Services, LLC

Robert Witherall II is a Series 66 credentialed financial advisor with experience at Navy Federal Investment Services, LLC since 2024. He previously worked at Edward Jones from 2021 to 2024 and has held positions in various other industries including marketing and water services. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs with third-party portfolio managers.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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