Roberta K. Ream,  CFP<sup>&reg;</sup> - Financial Advisor

Roberta K. Ream, CFP®

Trust Officer, AVP

AmeriServ Trust

216 Franklin St
Johnstown, PA 15907
(814) 533-5181

General

Roberta Ream is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at AmeriServ Trust in Johnstown, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Special Needs, Women's Finances

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