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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

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Bob Peelman

Range of Stock Outcomes Narrows with Longer Time Horizon

Global equity markets climbed the last two trading days of October to finish out an…
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Bob Peelman

Third Quarter 2018 | Key Takeaways

Larger-cap US stocks hit new highs in late September and gained 7.7% for the quarter,…
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Michael Lewellen

Backdoor Roth IRA Strategy

In our latest podcast, OJM Director of Financial Planning Michael Lewellen, CFP®  and Director of…