Bob Gipp
- Role
- Senior Vice President Branch Director Senior Portfolio Manager- Portfolio Focus at RBC Wealth Management
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Bob Gipp
Diversely experienced financial advisor to affluent families, business leaders…
Experience
Senior Vice President Branch Director Senior Portfolio Manager- Portfolio Focus
Jan 2017 — Present
Work directly with entrepreneurs, business executives, high-net-worth families, and institutions to consult on various financial and investment strategies. Planning centered around each client’s individual needs, goals, and risk-tolerance while providing superb personal service with the utmost integrity. Provide advisory services to: Business Owners & Executives • Manage finances through growth cycles • Qualified and Non-Qualified business retirement plan consulting • Employee Stock Option Plan (ESOP) education • Wealth Accumulation and Investment Management Services • Merger & Acquisition Assistance Pre-Retirees and Retirees • Retirement Income Planning • Social Security, Medicare, and Long-Term care counseling • Asset and Liability management • Elder care planning • Philanthropic giving Young Professionals • 529 College savings planning • Personal budgeting • Identify and prioritize long-term financial goals • Employee Stock Option Plan (ESOP) planning Institutions • Trust and fiduciary services* • Investment policy statement design and management • Asset Allocation Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. Non-U.S. Residents This website has been published in the United States and is intended to provide information and documents in compliance with applicable United States laws and regulations. For non-U.S. residents or citizens, RBC Capital Markets, LLC may not be licensed in your jurisdiction, and the contents of this website are not a solicitation or advertisement in your jurisdiction.
Skills
- Client Relationship Building
- Branch Management
- Portfolio Management
- Bloomberg
- Fixed Income
- Proprietary Trading
- Capital Markets
- Investment Advisory
- Mentoring
- Equity Trading
- Trading Systems
- Sales Management
- Investments
- Staff Development
- Trading
- Risk Management
- Equity Capital Markets
- Asset Management
- Securities
- Performance Reviews
- Hedge Funds
- Alternative Investments
- Wealth Management
- Financial Markets
- Series 63
- Finra
- Asset Allocation
- Finance
- Team Building
- Options
- Equities
- Team Management
- Electronic Trading
- Commodities
- Technical Analysis
- Series 7
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