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Bob Donnelly

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Bob Donnelly

Management Consulting | Raymond James

Texas, San Antonio, United States

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Bob Donnelly

Summary

Bob Donnelly is a seasoned financial advisor with over 30 years of experience in the investment sector. Currently serving as the First Vice President of Investments at Raymond James in San Antonio, Texas, he has a proven track record of building long-term client relationships. Bob takes a comprehensive approach to wealth management, focusing on tailored financial planning to meet clients' long-term goals. His previous roles include Vice President of Wealth Management at Morgan Stanley and a management consultant at Peat Marwick. He holds a Bachelor of Managerial Studies from Rice University, specializing in accounting and business management. Bob is well-versed in securities, tax regulations, and wealth management consulting. His dedication to his clients and understanding of the financial landscape makes him a trusted advisor in the industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Bob Donnelly

Work Experience

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First Vice President, Investments at

Raymond James

January 2010 - Present

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Bob Donnelly

Education

Rice University, Bachelor of Managerial Studies, Accounting and Business/Management

January 1975 - January 1979

Frequently Asked Questions about Bob Donnelly

What is Bob Donnelly email address?

Bob Donnelly's primary email address is ************@raymondjames.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Bob Donnelly work for?

Bob Donnelly is a Management Consulting at Raymond James.

Where Bob Donnelly graduated from?

Bob Donnelly holds a degree in null from Rice University.

How can I directly contact Bob Donnelly?

To contact Bob Donnelly directly, you can use the email address ************@raymondjames.com. Complete contact information is available upon registration with Muraena.

Who is Bob Donnelly?

Bob Donnelly is a seasoned financial advisor with over 30 years of experience in the investment sector. Currently serving as the First Vice President of Investments at Raymond James in San Antonio, Texas, he has a proven track record of building long-term client relationships. Bob takes a comprehensive approach to wealth management, focusing on tailored financial planning to meet clients' long-term goals. His previous roles include Vice President of Wealth Management at Morgan Stanley and a management consultant at Peat Marwick. He holds a Bachelor of Managerial Studies from Rice University, specializing in accounting and business management. Bob is well-versed in securities, tax regulations, and wealth management consulting. His dedication to his clients and understanding of the financial landscape makes him a trusted advisor in the industry.

Bob`s contact details

mail

************@raymondjames.com

************@roberthalf.com

************@morganstanley.com

Colleagues

Harry Williamson

Financial Consultant

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Thomas Hartigan

Sales Trader, Sales Manager

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Steven Hartman

Senior Vice President, Wealth Management

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Harvey Cook

Senior Financial Advisor, Senior Vice President

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Matthew Hazelroth

Credit Analyst

Heather Bolster

Financial Advisor

Heather Noyes

Vice President-Investments

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Hector Matos

Director

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Helen Paradise

Investment Banking Associate

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Helen Rice

Senior VP

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