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

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Monthly Investment Commentary

Equity and Fixed Income Markets Post Losses as U.S. Dollar Strengthens

The Month at a Glance Both equities and fixed income posted large losses for the…
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Monthly Investment Commentary

Q1 2022 Market Recap & Portfolio Update

The biggest macro event of the first quarter is Russia’s brutal invasion of Ukraine. While…
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Monthly Investment Commentary

Is a Recession on the Horizon?

The following is an update to an article we authored in October 2019, just a…