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Bob Donnelly
Bob Donnelly
Management Consulting | Raymond James
Texas, San Antonio, United States
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.
Bob Donnelly
Work Experience
First Vice President, Investments at
Raymond James
January 2010 - Present
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
************@raymondjames.com
************@roberthalf.com
************@morganstanley.com
Colleagues
Financial Consultant
Sales Trader, Sales Manager
Senior Vice President, Wealth Management
Senior Financial Advisor, Senior Vice President
Credit Analyst
Financial Advisor
Vice President-Investments
Director
Investment Banking Associate
Senior VP