JR Raebiger, CFP®, CTFA - Email & Phone Number

Managing Director - Senior Wealth Advisor at Waldron Private Wealth

JR Raebiger, CFP®, CTFA is based out of Blue Bell, Pennsylvania, United States and works at Waldron Private Wealth as Managing Director - Senior Wealth Advisor.

JR Raebiger, CFP®, CTFA's Contact Information

Latest update

May 20, 2024

Location

Blue Bell, Pennsylvania, United States

JR Raebiger, CFP®, CTFA's Work History

Managing Director - Senior Wealth Advisor

Waldron Private Wealth

Mar 2022 - Dec 2023

Managing Director

Pitcairn

Feb 2017 - Mar 2022

VP-Fixed Income Portfolio Mgr

Pitcairn

Jun 2002 - Feb 2017

JR Raebiger, CFP®, CTFA's Education

Temple University

2003 - 2006

Shippensburg University of Pennsylvania

Bachelor's Degree

JR Raebiger, CFP®, CTFA's Skills

Asset Management

Asset Allocation

Leadership

Investment Advisory

Wealth Management

High Net Worth Individuals

JR's current employer

Waldron Private Wealth

Description

We integrate all aspects of wealth management to bring you focused advice that simplifies your decisions, and your life. At Waldron, our ...

Website

waldronprivatewealth.com

HQ Location

Bridgeville, PA, United States

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about Waldron Private Wealth

Frequent questions about JR Raebiger, CFP®, CTFA

What company is JR Raebiger, CFP®, CTFA working for?

JR Raebiger, CFP®, CTFA works for Waldron Private Wealth.

What is JR Raebiger, CFP®, CTFA's function at Waldron Private Wealth?

JR Raebiger, CFP®, CTFA is Managing Director - Senior Wealth Advisor at Waldron Private Wealth.

Where is JR Raebiger, CFP®, CTFA based?

JR Raebiger, CFP®, CTFA is based out of Blue Bell, Pennsylvania, United States.

Who are JR Raebiger, CFP®, CTFA's co-workers?

JR Raebiger, CFP®, CTFA's colleagues are John Waldron, Stephanie Tessmer, Darcie Biancini, Thomas Jakiel, Chris Roe, Michael Krol, Samantha Spitzer, Craig Slaubaugh, Shelby Fedorka, Bob Wyche, Andrew Feldmann, Melissa Lamb, Joe Palmieri, Chris Keller, Garrett Frey, Carrie Ahr, Pat Cortazzo, Lindsay Wilcox, Andrew Steigerwald, William Groom, Yue Chu, Alex Hendrickson, Benjamin Greenfeld, Jonathan Tobal, Kevin Searfoss, Valerie Vincent.

JR's co-workers

John Waldron

Founder & CEO

Stephanie Tessmer

Front Office Coordinator

Darcie Biancini

Family Office Services - Personal CFO Services

Thomas Jakiel

Operations Coordinator

Chris Roe

Partner & Managing Director

Michael Krol

Partner and Head of Wealth Advisory

Samantha Spitzer

Director - Wealth Planning

Craig Slaubaugh

Director - Investments

Shelby Fedorka

Director - Human Resources

Bob Wyche

Managing Director

Andrew Feldmann

Team Lead Business Development

Melissa Lamb

Director - Client Service

Joe Palmieri

Partner & Managing Director - Family Office Services

Chris Keller

Client Services Team Lead

Garrett Frey

Director - Investments

Carrie Ahr

Customer Service Specialist

Pat Cortazzo

Wealth Planning Analyst

Lindsay Wilcox

Wealth Planning Strategist

Andrew Steigerwald

Wealth Planning Intern

William Groom

Senior Wealth Planning Analyst

Yue Chu

Technology Strategist

Alex Hendrickson

Senior Investment Analyst

Benjamin Greenfeld

Partner & Chief Investment Officer

Jonathan Tobal

Business Development- Marketing

Kevin Searfoss

Senior Wealth Advisor

Valerie Vincent

Client Service Specialist

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