Robert E. Whitney, Jr., CFP®,

Rob is a senior financial planner for Commerce Trust Company. He is a member of the financial advisory services team — a dedicated financial planning practice within Commerce Trust that provides objective financial advice to clients. Following a thorough assessment of a client’s unique situation and thoughts regarding wealth, Rob develops holistic and coordinated plans to help clients meet their short-term and long-term goals as well as take full advantage of various planning, tax, and investment strategies along the way. With more than 20 years of experience, he specializes in building relationships with clients and providing comprehensive financial planning services to business owners and individual investors to help them achieve their goals. He received his Bachelor of Administration degree in business finance from Loyola University in Maryland and his Master of Business Administration degree from the University of Delaware. Rob holds the CERTIFIED FINANCIAL PLANNER™ designation. Additionally, he is an Eagle Scout. Rob enjoys spending time in the mountains or at the beach with his wife and two daughters.

Secure 2.0 Act

What to Know About Secure 2.0 Updates and Your Retirement

For investors of all ages, saving for retirement is one of the most important — and sometimes problematic — components of their financial plans. But hopefully it became a bit easier with the enactment of the SECURE 2.0 Act of 2022 (Secure 2.0) — a...

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How Secure Act 2.0 Can Help You Save More for Retirement

No matter where you are in your professional career — the beginning, middle, or end — these new changes to the American retirement system will...

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Now Is a Good Time to Reassess Goals, Not Time the Market

Ask any investor — new or seasoned. It’s difficult to resist the impulse to time the market during periods of extended volatility. At one time or...

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The Juggling Act of Saving for Retirement and College

Saving for college shouldn’t cause you to stress out about your retirement. But if you’re in the same boat as many other families, saving for...

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Real Estate Good Hedge

Is Real Estate in Your Portfolio a Good Hedge to Inflation?

For the most part, decisions about retirement are not made overnight. Whether you like it or not, retirement planning is a life-long process. That’s...

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Financial Advice for Young Family Members

Financial Advice for Your Family's Young Investors

No matter how old you are, there’s a good chance many of the life and financial lessons that stayed with you as you grew up were taught by members...

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