MassMutual financial professional.

Robert "Bob" Bantleyemail

  • Professional Story

    Bob Bantley is an advisor with MMGP. He is responsible for working with both high net worth individual and corporate clients of the firm. With individual clients, he specializes in comprehensive estate and insurance strategies. For his corporate clients, he helps structure employee benefits strategies and executive carve-out programs.

    Prior to joining MMGP, Bob worked at Northwestern Mutual where he created personalized financial strategies catered to his client’s unique needs and desires. Most of all, Bob is a proponent and practitioner of educating his clients. Believing that an explanation should accompany all recommendations.

    He currently holds a FINRA Series 7, Series 66 and various insurance licenses. Bob is also currently pursuing his ChFC and CFP designation through the American College of Financial Services.

    Bob graduated from Penn State with a B.S. in Economics. Aside from his studies, Bob was the captain of the varsity Swimming & Diving team and received numerous athletic honors. Outside of MMGP, Bob lives in the Philadelphia suburbs and is passionate about food, fitness, and spending time with his loved ones.

    Education

    Penn State University

  • Languages:
    • English

  • Specialties:
    • Business Owners
    • Business Succession Planning
    • Charitable Giving
    • College Funding Strategies
    • Estate Planning
    • Financial Education
    • Group Benefits
    • Insurance Strategies
    • Investment Strategies
    • Retirement Income Planning
    • Risk Management Strategies
    • Retirement Strategies

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