Bob Dewitt Email & Phone Number
Vice President - Investments, CFP®, CIMA®, CPWA® @ Wells Fargo Advisors
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Bob Dewitt Location
- Austin, TX, US
Bob Dewitt Work
- Vice President - Investments, CFP®, CIMA®, CPWA® @ (May 2016 - Present)
- Wealth Management Advisor and Portfolio Manager, CFP®, CIMA®, CPWA® @ (August 2010 - May 2016)
- Business Development @ (January 1996 - January 2002)
- Business Development @ (January 1985 - January 1996)
Bob Dewitt Education
- University of California, Santa Barbara
Bachelor's Degree (Business Economics with an emphasis in Accounting)
1979-1983 - San Marino High School 1975-1978
Bob Dewitt Skills
- Charitable Giving
- Estate Investment Planning
- Investment Planning
- Multigenerational Wealth Planning
- Retirement Planning
- Risk Management
- Tax–Efficient Strategies
- Leadership
- Team Building
- Social Media
- Planning
- Strategic Partnerships
- Public Speaking
- Accounting
- Sales
- Channel Partners
- Start Ups
- Sales Operations
- Business Development
- Process Improvement
- Lead Generation
- Strategic Planning
- Strategy
- Financial Services
- Sales Management
- Wealth Management
- Business Planning
- Entrepreneurship
- Managed Services
- Marketing
- New Business Development
- Proposal Writing
- Business Process
- Program Management
- Certified Financial Planner
- Customer Service
- Enterprise Software
- Social Media Marketing
- Business Alliances
- Email Marketing
- Business Strategy
- Management
- Small Business
- Taxefficient Strategies
- Project Management
- Product Development
- Marketing Communications
- Marketing Strategy
- CRM
- Employee Benefits
- Selling
Bob Dewitt Summary
- Bob Dewitt, based in Austin, TX, US, is currently a Vice President - Investments, CFP®, CIMA®, CPWA® at Wells Fargo Advisors. Bob Dewitt brings experience from previous roles at Merrill Lynch Wealth Management, Dell EMC and Apple Computer, Inc. Bob Dewitt holds a 1979 - 1983 Bachelor's Degree in Business Economics with an emphasis in Accounting @ University of California, Santa Barbara. With a robust skill set that includes Charitable Giving, Estate Investment Planning, Investment Planning, Multigenerational Wealth Planning, Retirement Planning and more. Bob Dewitt has 2 mobile phone numbers on RocketReach.
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