Robert A. Zwigard
Director of Estate & Family Succession Planning
Robert A Zwigard has been an LPL Registered Representative since 2004. Mr. Zwigard currently holds a series 7,63,65, securities registrations through LPL Financial, along with life and health insurance licenses. Accompanied with his security registrations and insurance licenses and will be sitting for the Accredited Wealth Management Advisor certification. Mr. Zwigard had entered into the arena of financial planning in 1996 with The Guardian Life Insurance Company. As he built his knowledge and credentials along with a strong client base, Mr. Zwigard had decided in 2000 to join LPL Financial and in 2007 helped create and joined Beacon Wealth Management Group, L.P.
Mr. Zwigard’s philosophy to financial planning starts with protecting and passing those assets to named heirs without complication. His philosophy helps manage any potential federal or state estate tax consequences that may arrive from a successful implementation of a sound financial plan. With the philosophy of estate protection and succession Mr. Zwigard tends to have a more conservative and tax sensitive approach towards investing. Also because of his involvement with Family Succession Planning he is often involved in implementation and design of employee benefits.
Robert A. Zwigard is a graduate of Seton Hall Preparatory School and has an undergraduate degree from Duquesne University in marketing and finance. As a student at Duquesne he was a letterman on the football team and was a member of the Campus Ministry is which he volunteered his time with the local youth. That volunteerism has carried forward in his adult life as a coach for youth athletics and being involved with many different charitable organizations.