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Robert W

Series 66

Stephens City, VA

Navy Federal Investment Services, LLC

Robert Witherall II is a financial advisor with Navy Federal Investment Services, LLC. He holds a Series 66 designation and has prior experience at Edward Jones. Outside of finance, he has worked at Outback Steak House for over a decade. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering financial planning and portfolio management through advisory and brokerage channels. The firm uses third-party portfolio managers and provides various overlay and consulting services, including programs for high-net-worth clients.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Retired HENRY (High Earners, Not Rich Yet)
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