Bob Peelman
Director of Wealth Management , Partner, OJM Group | Wealth Management | Financial Planning
- Role
- Director of Wealth Management at Ojm Group
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Bob Peelman
Bob Peelman is an experienced wealth advisor and financial consultant who has worked with individuals, families, endowments, and foundations for more than 20 years. Prior to joining OJM in 2010, Bob was a financial advisor with Morgan Stanley Wealth Management.Bob is a contributing author of the financial resource Wealth Management Made Simple and co-author of more than a dozen articles on investing, retirement planning, and other financial topics. He has also presented numerous lectures, webcasts, and podcasts for regional and national groups.
Experience
Director of Wealth Management
Jul 2010 — Present · Cincinnati, OH, US
Education
University of Kentucky
Bachelor of Business Administration (B.B.A.)
2000 — 2003
Skills
- Financial Advisory
- Securities
- Financial Services
- Retirement
- Strategic Financial Planning
- 401k
- Retirement Planning
- Strategy
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Wealth
- Asset Management
- Investment Management
- Series 7
- Portfolio Management
- Investments
- Certified Financial Planner
- Wealth Management
- Asset Allocation
- Life Insurance
- Finance
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