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 serves as a board member for DCCH Center for Children and Families and a committee member for the Redwood Foundation.
Education and Professional Designations
University of Kentucky
BS in Business Administration
(Finance)
Certified Financial Planner™
University of Kentucky
BS in Business Administration
(Finance)
Certified Financial Planner™
Fed Policy, Strong Earnings, and Shifting Momentum