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Aams Bob Donnelly
Aams Bob Donnelly
First Vice President, Investments | Raymond James
San Antonio, Texas, United States
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.
Aams Bob Donnelly
Work Experience
First Vice President, Investments at
Raymond James
January 2010 - Present
Vice President - Wealth Management at
Morgan Stanley
January 1988 - January 2010
Financial Advisor at
Rauscher Pierce Refnes
January 1984 - January 1988
Manager at
Robert Half International
January 1982 - January 1984
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
************@raymondjames.com
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