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

Bob Peelman

Global Uncertainty Causes Choppy Third Quarter

Third Quarter Key Takeaways The third quarter of 2019 was a choppy one for financial…
Bob Peelman

Yield Curve Inversions Explained

“Yield curve inversion” has been in the news lately. You may be wondering exactly what…
Jason O'Dell

Fed Rate Cut Q&A

OJM partner Jason O’Dell and Bob Peelman, Director of Wealth Advisors, discuss the September 18th…