Bob Flowers Email & Phone Number
Senior Financial Planner @ AssetMark
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Bob Flowers Location
- Charlotte, NC, US
Bob Flowers Work
- Senior Financial Planner @ (July 2025 - Present)
- Financial Planner @ (January 2022 - July 2025)
- Advisory Platform Management @ (January 2017 - December 2021)
- Advisory Platform Management @ (January 2013 - January 2016)
- Financial Advisor @ Forked Road Financial Planning (January 2010 - January 2013)
- Vice President @ SGC (January 2006 - January 2009)
- Investment Management @ (January 1999 - January 2006)
Bob Flowers Education
- The Ohio State University
Bachelor of Science (Financial Planning and Services)
1994-1998
Bob Flowers Skills
- Retirement Planning
- Sales
- Platform Architecture
- Investments
- Unified Managed Accounts
- Process Improvement
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Strategy
- Financial Services
- Equities
- Wealth Management
- Strategic Financial Planning
- Microsoft Excel
- Separately Managed Accounts
- Change Management
- Services
- Options
- Fixed Income Portfolio Management
- Securities
- Equity Trading
Bob Flowers Summary
- Bob Flowers, based in Charlotte, NC, US, is currently a Senior Financial Planner at AssetMark. Bob Flowers brings experience from previous roles at LPL Financial, MetLife and Forked Road Financial Planning. Bob Flowers holds a 1994 - 1998 Bachelor of Science in Financial Planning and Services @ The Ohio State University. With a robust skill set that includes Retirement Planning, Sales, Platform Architecture, Investments, Unified Managed Accounts and more. Bob Flowers has 5 emails and 6 mobile phone numbers on RocketReach.
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