Bob Peelman

Bob Peelman Email and Phone Number

Director of Wealth Management , Partner, OJM Group | Wealth Management | Financial Planning @ OJM Group
cincinnati, ohio, united states
Bob Peelman's Location
Cincinnati Metropolitan Area, United States
Bob Peelman's Contact Details

Bob Peelman personal email

n/a

Bob Peelman phone numbers

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.

Bob Peelman's Current Company Details
OJM Group

Ojm Group

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Director of Wealth Management , Partner, OJM Group | Wealth Management | Financial Planning
cincinnati, ohio, united states
Website:
ojmgroup.com
Employees:
21
Bob Peelman Work Experience Details
  • Ojm Group
    Director Of Wealth Management
    Ojm Group Jul 2010 - Present
    Cincinnati, Ohio
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  • Morgan Stanley
    Financial Advisor
    Morgan Stanley May 2003 - Jul 2010
    Cincinnati, Ohio
    View

Bob Peelman Skills

Investments Wealth Management Financial Advisory Series 7 Investment Advisory Strategic Financial Planning Securities Finance Strategy Life Insurance Wealth Retirement Planning Portfolio Management Asset Allocation Retirement Investment Strategies 401k Asset Management Alternative Investments Investment Management Financial Services Certified Financial Planner

Bob Peelman Education Details

Frequently Asked Questions about Bob Peelman

What company does Bob Peelman work for?

Bob Peelman works for Ojm Group

What is Bob Peelman's role at the current company?

Bob Peelman's current role is Director of Wealth Management , Partner, OJM Group | Wealth Management | Financial Planning.

What is Bob Peelman's email address?

Bob Peelman's email address is rp****@****ter.org

What is Bob Peelman's direct phone number?

Bob Peelman's direct phone number is (877) 656*****

What schools did Bob Peelman attend?

Bob Peelman attended University Of Kentucky, Northern Kentucky University.

What skills is Bob Peelman known for?

Bob Peelman has skills like Investments, Wealth Management, Financial Advisory, Series 7, Investment Advisory, Strategic Financial Planning, Securities, Finance, Strategy, Life Insurance, Wealth, Retirement Planning.

Who are Bob Peelman's colleagues?

Bob Peelman's colleagues are Stanley Castillo "tachi", Cellso J Da Laurta Covele, Michael Lewellen, Cfp®, Jason O'dell Ms Cwm, Lana Moukalled, Jenna Leppert, Randi Franklin, Mba.

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