Meanix Robustelli Team

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The goal of our highly experienced team of professionals is to provide comprehensive wealth management services with a "hands-on" approach to financial guidance. We strive to build valuable, long-lasting relationships as we assist our clients with achieving their financial goals. Our team responds promptly to client questions and provides accurate, timely follow-through. Our clients are our priority. We endeavor to provide service that goes above and beyond our clients' expectations.

 

James H. Meanix , CFP®, CLU®, ChFC®, AEP®, CASL®

Private Wealth Advisor

Office 610-225-6545


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Michael S. Robustelli , ChFC®, CASL®, CLU®

Private Wealth Advisor

Office 610-225-6552


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Mary E Mitsch

Chief of Staff

Office 610-225-6547


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Jenna Dowling

Director of Insurance Operations

Office 610-225-6546


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Nicholas Duelfer

Director of Wealth Management

Office 610-225-6531


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John Easterday

Insurance Operations Associate

Office 610-225-6571


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Carly Fisher

Investment Operations Associate

Office 610-225-6556


Fax 610-225-6556


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Stephan Andrew J. Tucker

Leadership Support Associate

Office 610-225-6551


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Steven Michael Quinones

Investment Operations Associate

Office 610-975-9900


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Stephen W Blumenthal , CLF®, M.Ed.

Director of Marketing

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Courtney Harper

Marketing Coordinator

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Alexandria Krebs

Marketing Coordinator

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