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Aams Bob Donnelly

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Aams Bob Donnelly

First Vice President, Investments | Raymond James

San Antonio, Texas, United States

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Aams Bob Donnelly

Summary

Aams 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 specializes in a wide range of financial services including asset allocation, estate planning, and portfolio management, emphasizing a client-centric approach to wealth management. Aams is dedicated to building long-term relationships with his clients, ensuring they are well-informed and comfortable with their investment strategies. His comprehensive financial planning process is designed to align with clients' long-term financial goals. Aams has held significant roles at major financial institutions, showcasing a robust career trajectory in wealth management. His educational background includes a Bachelor of Managerial Studies from Rice University, further solidifying his expertise in accounting and business management. He is passionate about helping clients navigate the complexities of financial planning and investment.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Aams Bob Donnelly

Work Experience

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First Vice President, Investments at

Raymond James

January 2010 - Present

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Vice President - Wealth Management at

Morgan Stanley

January 1988 - January 2010

💼

Financial Advisor at

Rauscher Pierce Refnes

January 1984 - January 1988

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Manager at

Robert Half International

January 1982 - January 1984

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Management Consulting at

Peat Marwick

January 1978 - January 1982

Aams Bob Donnelly

Education

Rice University, Bachelor Of Managerial Studies

January 1970 - January 1970

deerfield academy

January 1970 - January 1970

Frequently Asked Questions about Aams Bob Donnelly

What is Aams Bob Donnelly email address?

Aams 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 Aams Bob Donnelly work for?

Aams Bob Donnelly is a First Vice President, Investments at Raymond James, a company specializing in Investment advice.

Where Aams Bob Donnelly graduated from?

Aams Bob Donnelly holds a degree in Accounting And Business/Management from Rice University.

How can I directly contact Aams Bob Donnelly?

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

Who is Aams Bob Donnelly?

Aams 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 specializes in a wide range of financial services including asset allocation, estate planning, and portfolio management, emphasizing a client-centric approach to wealth management. Aams is dedicated to building long-term relationships with his clients, ensuring they are well-informed and comfortable with their investment strategies. His comprehensive financial planning process is designed to align with clients' long-term financial goals. Aams has held significant roles at major financial institutions, showcasing a robust career trajectory in wealth management. His educational background includes a Bachelor of Managerial Studies from Rice University, further solidifying his expertise in accounting and business management. He is passionate about helping clients navigate the complexities of financial planning and investment.

Aams`s contact details

mail

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

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