Bob Wootton Location
Downers Grove, IL, US
Bob Wootton Work
- 2014 - now Senior Wealth Advisor @ Capstone Financial Advisors Inc.
- 2011 - 2014 Wealth Manager @ USAA
- 2008 - 2011 Vice President, Senior Financial Consultant @ Northern Trust Corporation
- 2006 - 2008 Second Vice President, Financial Consultant @ Northern Trust Corporation
- 2000 - 2006 Financial Planner @ Mason Investment Advisory Services, Inc.
- 1998 - 2000 Retirement Plan Consultant @ PwC
Bob Wootton Education
- DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA) (Accounting and Finance)
1993 - 1997 - DePaul University
Bachelor of Science (B.S.) (Finance)
1987 - 1991
Bob Wootton Skills
- Leadership
- Estate Planning
- Financial Advisory
- Team Building
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Investments
- Finance
- Asset Allocation
Bob Wootton Summary
Bob Wootton, based in Downers Grove, IL, US, is currently a Senior Wealth Advisor at Capstone Financial Advisors, Inc.. Bob Wootton brings experience from previous roles at USAA, Northern Trust and The Mason Companies. Bob Wootton holds a 1993 - 1997 Master of Business Administration (MBA) in Accounting and Finance @ DePaul University - Charles H. Kellstadt Graduate School of Business. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Team Building, Retirement Planning and more. Bob Wootton has 3 emails on RocketReach.
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