Broker Check

Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Robert T. Castellani, Sr. LUTCF®, CRES, AIF®

Managing Member / Financial Advisor

215-618-9005

rcastellani@lincolninvestment.com

Robert "Bob" Castellani brings three decades of experience in the financial industry. A graduate of Wilkes University with a B.S. in Business Administration & Finance, Bob holds multiple licenses and credentials, including FINRA Series...
Read more

Robert T. Castellani, Jr., CPA

Financial Advisor

602-613-4636

bcastellani@lincolninvestment.com

Robert "Bobby" T. Castellani, Jr. brings a decade of expertise in the financial sector, holding multiple credentials including a Certified Public Accountant (CPA) designation, FINRA Series 7, 66 & SIE, and a Life & Health Insurance...
Read more

April Reavy

Client Service Specialist

267-925-2483

areavy@lincolninvestment.com

April Reavy brings 27 years of financial industry experience, holding Series 6, Series 63, and Series 26 Principal certifications. She began her career at Prudential Financial, where she excelled in Client Services, Broker Services,...
Read more
-