215-887-9990

Bob Lankin, J.D., CFP®, CEP

Branch Manager

bob.lankin@raymondjames.com

bob lankin 2014 award

Bob Lankin is the Branch Manager of Raymond James Financial Services Inc. in the Glenside and Quakertown, Pennsylvania offices. He has served in that capacity since 1990.

Bob has been a financial advisor since 1984 after completing the Prudential-Bache Securities Inc., account executive training program. In 1987, he completed his requirements and received a Certification as a CFP®. In 1989, he became licensed as a securities sales supervisor. In 1990, he affiliated with Raymond James as an Independent Sales Associate and opened an office in Jenkintown PA. In 1995 the office moved to its present location in Glenside PA. In 2010, he became designated as a Certified Estate Planner.

Bob graduated from Temple University in 1972 and from the University of Baltimore Law School in 1975, becoming a member of the Pennsylvania Bar in 1976.

Bob has served in numerous capacities for a number of professional, religious and fraternal organizations. He is serving in his twenty first year as a member of the board of directors of Beth Sholom Congregation. At the congregation, he served as Young Married’s President, and as chair of the House, Membership and Publicity committees. He is a Past Master of the Brotherhood Lodge of Pennsylvania Freemasons #126, a past President of the Eastern Montgomery County Chamber of Commerce, a Past District Governor of Rotary International District 7450, Past President and founder of the Rotary Club of Northeast Sunrisers, Philadelphia PA, Past President of the Rotary Club of Jenkintown, a past president of “Professionally Speaking” Toastmasters and currently serves as the President of LeTip of Lower Bucks County.

Bob has been married to Holly since 1976. Holly is a Physical Therapist, retired from the School District of Philadelphia. They have two daughters, Andrea, a Visiting Assistant Professor at St. Joseph’s Universiy, and Rebecca, a supply chain planner for McNeil Consumer Healthcare. The Lankins reside in Elkins Park.

Bob has received numerous professional, fraternal and other awards. In 1992, he was named a member of the Chapel of the Four Chaplains. Since that time he was named “Mason of the Year” by his lodge in 2000. In 2006, he was named the “Man of the Year” by the Beth Sholom Mens Club. In 2012 he received the Morton Tabas Humanitarian Award. He is a Member of the Paul Harris Society of the Rotary Foundation, and for the past three years he has been recognized as a 5 Star Wealth Manager in the Philadelphia Magazine*. He is also a member of the Raymond James Leaders Council**.

Bob enjoys a number of avocations in his spare time, including travelling with Holly, playing bridge, hiking and biking, gardening, acting in community theater and visiting the local prison as a volunteer.

* The 5 Star Wealth Manager award is bestowed by an independent third party organization not affiliated with Raymond James. Objective selection process: Award candidates are evaluated against 10 objective eligibility and evaluation criteria: 1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) Favorable regulatory and complaint history review; 4) Fulfilled their firm review based on internal firm standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) Educational and professional designations.
** Membership is based on prior fiscal year production. Re-qualification is required annually.
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