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

August 2019 Market Update
Bob Peelman

August 2019 Monthly Market Update

July’s biggest news item came on the last day of the month. On July 31,…
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Bob Peelman

What’s Next After Recent Market Volatility?

OJM Director of Wealth Advisors Bob Peelman examines U.S. and global economic factors affecting the…
Advisor_Global Markets_Volatility
Bob Peelman

July Investment Outlook: Market Highs Outpace Lows in First Half of 2019

In our year-end 2018 commentary, we emphasized the wide range of plausible macroeconomic scenarios and…