Bob Peterson Email & Phone Number
Senior Wealth Advisor @ Crescent Grove Advisors
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Bob Peterson Location
- Chicago, IL, US
Bob Peterson Work
- 2018 -now Senior Wealth Advisor @
- 2001 -2018 Vice President and Wealth Advisor @
Bob Peterson Education
- Northern Illinois University
Juris Doctor (Law)
1998-2001 - Governors State University
Bachelor of Arts - BA (Finance)
1995-1998
Bob Peterson Skills
- Wealth Management
- Investments
- Estate Planning
- Asset Management
- Asset Allocation
- Financial Planning
- Retirement Planning
- Insurance
- Portfolio Management
- Securities
- Equities
- Series 7
Bob Peterson Summary
- Bob Peterson, based in Chicago, IL, US, is currently a Senior Wealth Advisor at Crescent Grove Advisors. Bob Peterson brings experience from previous roles at Ayco, a Goldman Sachs Company. Bob Peterson holds a 1998 - 2001 Juris Doctor in Law @ Northern Illinois University. With a robust skill set that includes Wealth Management, Investments, Estate Planning, Asset Management, Asset Allocation and more. Bob Peterson has 2 emails and 3 mobile phone numbers on RocketReach.
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