Broker Check
Robert Travers, CFP®  

Robert Travers, CFP®  

Investment Advisor Representative

Bob was born and raised in Peoria, Illinois. He attended Peoria Notre Dame High School and his family has been members of the St. Thomas parish in Peoria for many years. Bob began working in the financial world with Legacy soon after finishing college and looks forward to servicing new & existing clients within the Chicagoland area and Central Illinois.

Bob graduated with a B.A. degree in Finance from The University of Iowa. He currently holds a Series 7 & Series 66 license, but more importantly, he is an Investment Advisor Representative. This means he has a fiduciary responsibility to his clients. This relationship relies on the necessity that a financial advisor must act on behalf of a client in a way the client would act for himself if he had the requisite knowledge and skills to do so. Bob exercises his duties of loyalty, care, and full disclosure in his relationships with his clients. He does this with educational seminars, newsletters, phone calls and annual tactical & strategy sessions. Bob is also licensed in Life & Health Insurance allowing him to accommodate his client’s vast array of needs.

When Bob is not studying or working with his clients, he is very active and enjoys playing sports like golf, basketball, and tennis to name a few. He also likes to travel with friends and family, especially to go hiking in the summers and snowboarding in the winter. He also is an avid music fan and loves attending concerts and festivals.