Bob Coode

About Bob Coode

People do business with people they know and trust or who are referred to them by people they know and trust. We have built our business through earning this level of trust from our clients. Our service philosophy is to pro-actively serve a select group of families and businesses with complex financial needs by offering rigorous, disciplined approaches in order to deliver a higher level of predictability. Utilizing this philosophy, we have been tremendously successful assisting individuals and families going through life changing events such as the sale of a business, changing jobs, marriage, divorce, having children or, in unfortunate circumstances, the loss of a loved one. Regardless of your investment experience or level of wealth, our goal is to help you get your arms around your current financial situation and develop a solid plan that leads you to achieving your ultimate financial objectives. Advisory services offered through Investment Advisors, a division of ProEquities, Inc, a Registered Investment Advisor. Securities offered through ProEquities, Inc, a Regrestered Broker-Dealer, Member, FINRA & SIPC, Skoda Minotti is independent of ProEquities, Inc. I may only discuss and/or transact business with the residents of the following states: AK, AL, AZ, CA, CO, FL, GA, ID, IL, KS, KY, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, VT, WI, WV

Experience

1. Managing Director and Patner

   Marcum Wealth

   Jul 2019 — Present · Cleveland, OH, US

   Creating and Managing Client Engagements

Education

• Miami University

  Bachelor of Science (BS)

  1965 — 1969

• Miami University

  Bachelor of Science Education

Skills

• Investments
• Wealth Management
• Personal Financial Planning
• Asset Allocation
• Risk Management
• Estate Planning
• Strategic Financial Planning
• College Education Planning
• Financial Planners
• Asset Management
• Retirement Planning
• Insurance