bob peelman team member page portrait

BOB PEELMAN CFP®

DIRECTOR OF WEALTH ADVISORS

Bob Peelman is an experienced wealth advisor and financial consultant who has worked with individuals, families, endowments, and foundations for more than 16 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 is a member of Leadership Northern Kentucky.

Education and Professional Designations

University of Kentucky
BS in Business Administration
(Finance)
 
Certified Financial Planner™

RECENT ARTICLES

stock market update image
Bob Peelman

December 2019 Monthly Market Update

Global stocks continued their upward trend in November. The MSCI ACWI Index, a common measure…
document with year-end rmd strategies
Money Milestones

Year-End RMD Strategies

OJM Wealth Advisor Bob Peelman outlines year-end RMD strategies that can help to optimize your…
young family reviewing financial documents
Money Milestones

Money Milestones: Starting a Family

In the second installment of OJM's Money Milestones series, Director of Wealth Advisors Bob Peelman…