Robert Bohli Email & Phone Number | I have spent over 25 years in the financial advising field where I initially worked with my own clients and then moved into leadership positions where my passion was to make sure that other financial advisors were serving their clients’ assets appropriately. Over the years I’ve seen how comprehensive financial planning can make a difference in a person’s outlook and financial outcome. I believe people who decide to work with professionals are generally more optimistic and keep market cycles in perspective. But what’s critical to understand is the need to stay involved in your own financial decisions. While professionals are an important part of the financial planning process, they are not a substitute for your own continuing education and due diligence around financial decisions. If you’re not challenging and questioning your professionals’ advice, you likely don’t know enough. I think far too many people delegate their financial futures to a team of professionals only to find out they should have done something different. My background: intangible sales, business management, turn-around leadership, sales training and public speaking.

Robert Bohli

I have spent over 25 years in the financial advising field where I initially worked with my own clie...
Greater Houston, Greater Houston, United States

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Robert Bohli’s Email rbohli@waddell.com

Robert Bohli’s Phone Numbers +1 800-778-****

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Robert Bohli’s Location Greater Houston, Greater Houston, United States

Robert Bohli’s Current Industry Prudential Financial

Robert Bohli’s Prior Industry Waddell And Reed | Investment Professionals | Ameriprise Financial | American Express Financial Advisorsameriprise Financial

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Work Experience

Prudential Financial

Managing Director

2021-06-01T00:00:00.000Z - Present

Waddell And Reed

Complex Manager

2017-01-01T00:00:00.000Z - 2021-07-01T00:00:00.000Z

Investment Professionals

Senior Vice President

2009-09-01T00:00:00.000Z - 2011-05-01T00:00:00.000Z

Ameriprise Financial

Group Vice President

1991-01-01T00:00:00.000Z - 2009-01-01T00:00:00.000Z

American Express Financial Advisorsameriprise Financial

Field Vice President

1997-01-01T00:00:00.000Z - 2002-01-01T00:00:00.000Z

Skills

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Languages

No Languages Available

FAQ About Robert Bohli

Robert Bohli is located at
Greater Houston, Greater Houston, United States

Robert Bohli is a I have spent over 25 years in the financial advising field where I initially worked with my own clients and then moved into leadership positions where my passion was to make sure that other financial advisors were serving their clients’ assets appropriately. Over the years I’ve seen how comprehensive financial planning can make a difference in a person’s outlook and financial outcome. I believe people who decide to work with professionals are generally more optimistic and keep market cycles in perspective. But what’s critical to understand is the need to stay involved in your own financial decisions. While professionals are an important part of the financial planning process, they are not a substitute for your own continuing education and due diligence around financial decisions. If you’re not challenging and questioning your professionals’ advice, you likely don’t know enough. I think far too many people delegate their financial futures to a team of professionals only to find out they should have done something different. My background: intangible sales, business management, turn-around leadership, sales training and public speaking.

Robert Bohli currently works in the Prudential Financial |

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Robert Bohli has prior
experience in the following industries:
Waddell And Reed | Investment Professionals | Ameriprise Financial | American Express Financial Advisorsameriprise Financial

Robert Bohli has the following professional experience:
Prudential Financial | Waddell And Reed | Investment Professionals | Ameriprise Financial | American Express Financial Advisorsameriprise Financial