Robert D Davey, CFP®, CLU®, ChFC®

Wealth Management Advisor


Before Robert D. Davey can speak intelligently about the products and services that might be appropriate for you and your family, Bob needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him.

Review the experiences and accomplishments of Robert D. Davey.

Professional Designations

Robert D Davey has earned the designations/certifications of:

CFP logo


The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

CLU logo

Chartered Life Underwriter (CLU®)

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

ChFC logo

Chartered Financial Consultant (ChFC®)

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Associations and Memberships

Million Dollar Round Table logo

Million Dollar Round Table (MDRT)

Robert D. Davey is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

  • Million Dollar Round Table Qualifying Member 1991-1992, 1994-1998
  • Million Dollar Round Table Qualifying/Life Member 1993, 1999-2015

"As a qualifying member of the prestigious Million Dollar Round Table and a member of the Hartford Estate and Business Planning Council, I strive to aid business owners, executives and professional people in aquiring the appropriate tools to help them to achieve financial independence."

Estate and Business Planning Council of Hartford

Robert Davey is a member of The Estate and Business Planning Council of Hartford which is an association of professionals who specialize in estate and financial planning for individuals and businesses. The Council is a member of the National Association of Estate Planners and Councils (NAEPC).

NAIFA logo

National Association of Insurance and Financial Advisors (NAIFA)

Robert Davey is a member of the National Association of Insurance and Financial Advisors (NAIFA), a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Robert Davey is National Quality Awards qualifier. The National Quality Award was created in 1944. The NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet clients' needs.

Awards and Recognition


Million Dollar Round Table Qualifying/Life Member 1993, 1999-2016, 2018-2019

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


National Quality Award 1990-2010

Award recognizing persistency and performance


National Sales Achievement Award 1989-1991, 1993-2010

Award recognizing performance


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