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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, VIDEOS & PODCASTS

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Monthly Investment Commentary

Inflation Concerns Escalate as Global Equities Surge

Market Recap Equities around the globe continued to surge in the second quarter. The U.S.…
stock chart over skyline
Monthly Investment Commentary

STRONG GLOBAL ECONOMIC RECOVERY EXPECTED AS COVID VACCINATIONS SPREAD

Despite the longstanding market adage “Sell in May and go away,” global stock markets continued…
Monthly Investment Commentary

U.S. Stocks Outpace Foreign Equities in 2021’s Best Month

Equity markets notched their best month of the year in April. Most of the major…