Bob Rauf
Private Wealth Advisor and Founder
- Role
- Private Wealth Advisor at Meridian Financial
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Bob Rauf
At Meridian Financial, we offer comprehensive financial planning, insurance, and investment management focused on long-term stability and security, driven by a dedicated team that genuinely cares and is willing to go the extra mile.Our multi-generational team enjoys partnering with individuals approaching or in retirement, families, professional athletes, and business owners on their financial journey.Reach out to me to learn more at 91••••••01 or visit our website meridianfinancial.nm.com.
Experience
Private Wealth Advisor
Jun 1986 — Present
Education
University of North Carolina at Charlotte
BA
Skills
- Customer Service
- High Net Worth Individuals
- Business Planning
- Investments
- Team Building
- Management
- Program Management
- Portfolio Management
- Marketing
- Series 63
- Sales Management
- Strategic Planning
- Strategic Financial Planning
- Retirement Planning
- Business Strategy
- Wealth Management
- Financial Analysis
- Sales
- Investment Advisory
- Entrepreneurship
- Securities
- Public Speaking
- Estate Planning
- Asset Management
- Financial Planning
- Marketing Strategy
- Leadership
- Budgets
- Finance
- Investment Strategies
- Alternative Investments
- Asset Allocation
- Mutual Funds
- Risk Management
- Series 7
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