Verified recordFinancial Services

Bob Wacker

Managing Director - Investments, Pim Portfolio Manager, Financial Advisor at Wells Fargo Advisors

Based in St. Louis, United States

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Seniority

C-Team

Department

Finance & Accounting

Location

St. Louis

Industry

Financial Services

Company size

15K

Contact information

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Email

1 credit

b•••••••@wellsfargoadvisors.com

Phone

5 credits

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Background

About Bob Wacker

Being a Financial Advisor means helping clients reach their financial goals. To me, this entails a process of prioritizing life goals, developing and implementing comprehensive investment strategies and continually evaluate clients’ progress and successes. My career in the securities industry spans nearly 20 years, initially as a trader & banker, before transitioning to the role of Financial Advisor in 2005 with Smith Barney and obtaining a CRPC®, or Chartered Retirement Planning Counselor SM, designation from the College for Financial Planning in 2008. I joined the Wells Fargo Advisor team in 2012 to take advantage of the firm’s vast wealth planning resources. I am a proud parent of three children and live near the Hill area in St. Louis. I am a St. Louis U. High alum, later graduating with a degree in business from Loyola U. Chicago. In my spare time, I am dedicated to serving the STL community, having proudly served as Advocates, Board & Committee Members for local non-profit organizations including the Regional Business Council’s Social Venture Partners, Loyola Academy of St. Louis, SLUH, Boys Hope Girls Hope of StL, Variety the Children’s Charity of StL, Sacred Heart Villa and Insight Theatre. I love to travel and some of my favorite activities are golfing, pickleball & skiing. In my spare time, I enjoy coaching my children’s various teams, as well as rooting on the Cardinals & Blues. This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, and WV Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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