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, VIDEOS & PODCASTS

stock market web portal
Bob Peelman

September 2020 Market Update

After the sharp drawdown in February and March, equities have posted gains for five straight…
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Bob Peelman

August 2020 Market Update

Global equities continue to march upward and dig out of the hole created in March.…
stock market quarterly report q2 2020
Bob Peelman

July Market Update and Key Takeaways From Q2

For most of the second quarter, financial markets seemed to defy grim economic news, the…