Bob Parke
Senior Vice President, Wealth Management at Raymond James
- Role
- Senior Vice President, Wealth Management at Raymond James
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Bob Parke
Since Bob has worked directly with each client to develop personalized financial…
Experience
Senior Vice President, Wealth Management
Apr 2015 — Present · Greenwood, IN, US
Financial Advisor working with clients and corporations helping them achieve their financial goals. Everyone has their own portfolio customized to their risk tolerance and objectives. Each client receives a Financial Plan and an Estate Planning review.
Education
Indiana University Bloomington
Studied Abroad
Indiana University Bloomington
Bachelor's degree in Business
Skills
- Financial Advisory
- Securities
- Estate Planning
- Investment Strategies
- Finance
- 401k
- Investments
- Portfolio Management
- Business Planning
- Wealth Management
- Asset Allocation
- Financial Risk
- Financial Planning
- Retirement Planning
- 401k Rollovers
- Tax Efficiency
- Retirement
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