Bob Castellini, Cima®
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Bob Castellini, Cima® Email & Phone Number

Founding Partner - Chief Ambassador at Sentinel Wealth Partners
Location: Cincinnati Metropolitan Area, United States, United States 11 work roles 5 schools
1 work email found @wellsfargoadvisors.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@wellsfargoadvisors.com
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Current company
Role
Founding Partner - Chief Ambassador
Location
Cincinnati Metropolitan Area, United States, United States

Who is Bob Castellini, Cima®? Overview

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Quick answer

Bob Castellini, Cima® is listed as Founding Partner - Chief Ambassador at Sentinel Wealth Partners, based in Cincinnati Metropolitan Area, United States, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Bob Castellini, Cima®.

Bob Castellini, Cima® previously worked as Managing Director - Investments at Wells Fargo Advisors and Senior Vice President, CIMA®, Financial Advisor at Morgan Stanley. Bob Castellini, Cima® holds Mba, Business from Babson College - Franklin W. Olin Graduate School Of Business.

Company email context

Email format at Sentinel Wealth Partners

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*@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Bob Castellini, Cima®. Compare company email patterns before reaching out.

Profile bio

About Bob Castellini, Cima®

Bob Castellini is currently Managing Director and Financial Advisor. Robert Castellini presently holds the Certified Investment Management Analyst® (CIMA®) designation. The CIMA® certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant. In addition to his work with Wells Fargo Advisors, Robert Castellini also currently serves on the board of trustees for the Cincinnati Zoo & Botanical Gardens, The Cincinnati Playhouse in the Park, The Cincinnati Sports Mall, The Anthony Munoz Foundation, the Cincinnati Region Business Committee and the Cincinnati Reds Hall of Fame Museum. Bob Castellini received his B.A. in Political Science from Denison University in 1990, followed by his M.B.A. at Babson School of Business in 1994. Bob Castellini is an active member of the Cincinnati community, volunteering with numerous non-profits in the area and dedicating his time and knowledge to help the Greater Cincinnati area prosper. Wells Fargo Advisors | 8044 Montgomery Rd, Ste 570 | Cincinnati, OH 45236MAC H4680-050 | Office: (513) 985-2074 | Fax: (513) 985-2099This information is intended for use by residents of AL, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MD, MN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, and WV only.CA Insurance License Number 0H68832. Resident State: OH./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Leadership, Team Building, Social Media, Strategic Partnerships, and 46 others.

Current workplace

Bob Castellini, Cima®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Sentinel Wealth Partners
Sentinel Wealth Partners
Founding Partner - Chief Ambassador
Cincinnati, OH, US
AeroLeads page
11 roles · 36 years

Bob Castellini, Cima® work experience

A career timeline built from the work history available for this profile.

Founding Partner - Chief Ambassador

Sentinel Wealth Partners

Cincinnati, OH, US

Managing Director - Investments

Current

St. Louis, Missouri, US

Jan 2021 - Present

Senior Vice President, Cima®, Financial Advisor

Morgan Stanley
Mar 2008 - Jan 2021

Trustee

Boy Scouts Of America - Dan Beard Council
Jan 2008 - Sep 2012

Trustee

American Red Cross - Cincinnati Area Chapter
Feb 2002 - Oct 2011

Trustee

Summit Country Day School Board
Aug 2007 - May 2011

Past Board President

Cincinnati Reds Hall Of Fame
Apr 2006 - Sep 2009

Vice President

Ubs Wealth Management

Financial Advisor - Private and Instituional Clients

Dec 2000 - Mar 2008

Alumnus

Leadership Cincinnati Class Xxix
Aug 2005 - May 2006

Investment Advisor

Sena Weller Rohs Williams
Apr 1996 - Dec 2000

Office Manager

Fifth Third Bank
1990 - 1992 ~2 yrs
5 education records

Bob Castellini, Cima® education

Mba, Business

Babson College - Franklin W. Olin Graduate School Of Business

Bachelor Of Arts, Political Science

Denison University

High School, High School/Secondary Diplomas And Certificates

Portsmouth Abbey School

High School Diploma, High School/Secondary Diplomas And Certificates

St Xavier High School

Education record

Summit Country Day
FAQ

Frequently asked questions about Bob Castellini, Cima®

Quick answers generated from the profile data available on this page.

What company does Bob Castellini, Cima® work for?

Bob Castellini, Cima® works for Sentinel Wealth Partners.

What is Bob Castellini, Cima®'s role at Sentinel Wealth Partners?

Bob Castellini, Cima® is listed as Founding Partner - Chief Ambassador at Sentinel Wealth Partners.

What is Bob Castellini, Cima®'s email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Bob Castellini, Cima® at Sentinel Wealth Partners.

Where is Bob Castellini, Cima® based?

Bob Castellini, Cima® is based in Cincinnati Metropolitan Area, United States, United States while working with Sentinel Wealth Partners.

What companies has Bob Castellini, Cima® worked for?

Bob Castellini, Cima® has worked for Sentinel Wealth Partners, Wells Fargo Advisors, Morgan Stanley, Boy Scouts Of America - Dan Beard Council, and American Red Cross - Cincinnati Area Chapter.

How can I contact Bob Castellini, Cima®?

You can use AeroLeads to view verified contact signals for Bob Castellini, Cima® at Sentinel Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Bob Castellini, Cima® attend?

Bob Castellini, Cima® holds Mba, Business from Babson College - Franklin W. Olin Graduate School Of Business.

What skills is Bob Castellini, Cima® known for?

Bob Castellini, Cima® is listed with skills including Leadership, Team Building, Social Media, Strategic Partnerships, Public Speaking, Online Marketing, Sales, and Event Planning.

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