bob peelman team member page portrait

BOB PEELMAN CFP®

DIRECTOR OF WEALTH ADVISORS, PARTNER

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

advisor with client
Jason O'Dell

Is Your Financial House in Order?

In this Q&A addition to our podcast channel, OJM partners Jason O'Dell and Bob Peelman…
2019 fourth quarter market performance
Bob Peelman

2019 Fourth Quarter Market Performance

Among global equity markets, larger-cap U.S. stocks were once again at the top of the…
2020 market outlook
Bob Peelman

2020 Market Outlook

After a year like 2019, the obvious question looking ahead is how much higher can equities…