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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

Expectations for Post-Pandemic Economy Drive Market Performance

Market Recap Global stocks continued to power upward this quarter from their pandemic bear market…
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Monthly Investment Commentary

Rising Interest Rates Spark Volatility

Equity markets started the month of February on strong footing with a 6% gain in…
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Bob Peelman

Permanent Life Insurance

Perhaps no wealth planning tool is as strongly debated as permanent life insurance. On the…