Bob Eldridge, Mba

Bob Eldridge, Mba Email and Phone Number

Financial Advisor
Bob Eldridge, Mba's Location
Golden, Colorado, United States, United States
About Bob Eldridge, Mba

Inspired by a book I read in college, I changed paths from veterinary science to one that has deepened my relationships and friendships with clients beyond what I ever imagined. The book emphasized the importance of building wealth beyond essential savings, which resonated with me as my parents had only invested in cash-equivalent vehicles. This led me to pursue a career where I could help my parents and others create sustainable wealth.More than 25 years later, I continue to serve wonderful people who trust in my financial expertise, knowledge, and integrity ranchers, farmers, physicians, business owners, and others who typically come to me after experiences where their previous advisor's service fell short of their expectations. I aim to create financial strategies that align with each client's visions and values.WHAT DO I TELL CLIENTS?"My approach to financial planning is continuous, not a one-time event. I work with clients to identify both their goals and any gaps in their financial picture. I'll ask about your plans for the next ten or twenty years—whether it's funding a wedding, buying a vacation home, sending a child to college, or planning for retirement. I'll also ensure you're prepared for the unexpected. Only after these conversations will we focus on the dollars and cents.Could you tell me why I explained my practice?I wanted the ability to offer a broader range of investment solutions to better meet each client's needs. I can now access comprehensive research to build diversified portfolios tailored to individual goals and risk tolerance. It's been an exciting opportunity to grow and serve my clients in a more customized way.I moved to Colorado in 1993 and fully embraced the Rocky Mountain lifestyle—hiking, mountain biking, playing guitar, and cheering for the Avalanche and other local teams. My wife, Julie, and I live in Golden with our teenage son. I'm an active board member of the Rocky Mountain WVU Alumni Association and support the Huntington Disease Association of America."

Bob Eldridge, Mba's Current Company Details

Financial Advisor
Bob Eldridge, Mba Work Experience Details
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Jan 2022 - Sep 2024
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Jul 2017 - Jan 2022
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jan 2014 - Jul 2017
  • Gvc Capital Llc
    Registered Representative
    Gvc Capital Llc Jan 2010 - Jan 2014

Bob Eldridge, Mba Education Details

Frequently Asked Questions about Bob Eldridge, Mba

What is Bob Eldridge, Mba's role at the current company?

Bob Eldridge, Mba's current role is Financial Advisor.

What schools did Bob Eldridge, Mba attend?

Bob Eldridge, Mba attended Regis University, West Virginia Unversity.

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