4675 US Hwy 41
Terre Haute, IN 47802
"Our commitment is to help clients make smart investment and financial decisions, and exceed client expectations with honesty, integrity and personalized service."
LPL Financial Advisor Robert W. Davidson, CFP® is committed to helping you pursue your financial objectives. As your goals change over time, Robert will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Robert serves the northwest region of Indiana, and Terre Haute and surrounding Wabash Valley area, including southwest Indiana and southeast Illinois. He has 30 years of experience, including 22 years with Old National Investments. He received a bachelor’s degree in Finance from Eastern Illinois University.
Robert is actively involved in the community, especially with St. Mary's Church, St. Mary's Finance Council and Knights of Columbus. He is a former Marshall Schools Foundation president, a Parish Council president, a Boy Scout leader and a coach for youth baseball, softball and basketball. A native of Marshall, Illinois, and a lifelong Wabash Valley resident, he has been married to his wife, Julie, for 30 years. They have three children, Michael, Andrew and Sydney.
In his spare time, Robert enjoys golf and is a sports enthusiast, especially when supporting his daughter in track and cross-country.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact Robert today at (812) 298-2671 or firstname.lastname@example.org.