Broker Check
Robert Davidson, CFP®

Robert Davidson, CFP®

Wealth Advisor, VP


4675 US Hwy 41
Terre Haute, IN 47802

Serving the northwest region of Indiana, Terre Haute, Indiana, Marshall, Illinois and surrounding Wabash Valley areas

We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals

Career Highlights & Industry Expertise

  • Financial services industry professional since 1988
  • Joined Old National Investments in 1996


  • Bachelor’s degree in finance from Eastern Illinois University

Community Involvement

  • St. Mary’s Church, St. Mary’s Finance Council, and Knights of Columbus
  • Former Marshall Schools Foundation President and Parish Council President
  • Boy Scout leader and youth baseball, softball, and basketball coach

A native of Marshall, Illinois, and a lifelong Wabash Valley resident, I have been married to my wife, Julie, since 1987. We have three children, Michael, Andrew and Sydney. In my spare time, I enjoy golf and am a sports enthusiast, especially when supporting our daughter in track and cross-country.

For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today. To set up an appointment or for general service and support, please contact my Wealth Sales Assistant, Jennifer Povilaitis at (812) 460-1043 or

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