Robert P Yerger, CFP®, CLU®, CASL®

Wealth Management Advisor

Professional

Robert Yerger joined Northwestern Mutual in 1982 as a Financial Representative and has served in various roles throughout his career with the company.  He has worked with Harvey J. Boxer, CLU®, ChFC®, MSFS, for over 30 years, building a successful practice and relationship which led the team to be recognized with numerous awards, local and national recognition.  Robert was the a key contributor in building a successful network office in the greater Waterbury area for Northwestern Mutual.

He previously served as a College Unit Director, and Operations Manager. He is currently a Wealth Management Advisor for the Northwestern Mutual Wealth Management Company. He currently holds a Series 7 General Securities Registration as well as an active State of Connecticut Life and Health Insurane Producers License. He recently earned his CFP® and CLU® designations after several months of study.  His background and expertise have enabled him to focus his time on client development and personal planning analysis. He is a valuable resource not only to his clients, but to his staff and team members as well.

He is a graduate from Connecticut College with a B.A. in Liberal Arts.

 

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