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BA

Bob Donnelly, Aams

First Vice President, Investments at Raymond James
Intro Book
Bob Donnelly, a seasoned financial professional with 14 years of experience, offers asset allocation, estate planning, and retirement planning expertise, backed by a Bachelor of Managerial Studies degree from Rice University.
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Location
San Antonio, Texas, United States, US
Skills
  • Asset Allocation
  • Estate Planning
  • Retirement Planning
  • Equities
  • Portfolio Management
  • Show all
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Bio

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Bob Donnelly is a seasoned financial professional with extensive experience in asset management, estate planning, and retirement planning. He has held various leadership positions, including First Vice President, Investments at Raymond James, and Vice President - Wealth Management at Morgan Stanley Smith Barney. Donnelly has also worked as a Financial Advisor at Rauscher Pierce Refnes, Manager at Robert Half International, and Management Consultant at Peat Marwick. He holds a Bachelor of Managerial Studies degree from Rice University, completed in 1979. Donnelly is proficient in multiple languages, including English. He has a strong skill set in asset allocation, equities, bonds, financial planning, insurance, and building relationships. Donnelly has been in the industry for over 14 years, with a career spanning from 1982 to present. He is based in San Antonio, Texas, and can be reached at 401 E. Sonterra Blvd., Suite 100, San Antonio, Texas 78258.

Experience

  • Raymond James
    • First Vice President, Investments
  • Raymond James
    • 401 E. Sonterra Blvd., Suite 100, San Antonio, ...
    • First Vice President, Investments
      • 2010 - Present
      • 401 E. Sonterra Blvd., Suite 100, San Antonio, ...

      My approach is becoming your partner in building the future you desire. As we work together, I'll develope a financial plan that thoroughly explains the investment strategies that are recommended, so that you will be fully aware of all aspects of your investment promgram. I believe in buildin...

  • Morgan Stanley Smith Barney
    • Vice President - Wealth Management
      • 1988 - 2010

      Financial Advisor

  • Rauscher Pierce Refnes
    • Houston, Texas Area
    • Financial Advisor
      • 1984 - 1988
      • Houston, Texas Area
  • Robert Half International
    • Richmond, Virginia Area
    • Manager
      • 1982 - 1984
      • Richmond, Virginia Area
  • Peat Marwick
    • Management Consulting
      • 1978 - 1982

      Audit/Tax Consulting

Education

  • 1975 - 1979
    Rice University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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