Bob Wacker, CRPCManaging Director - Investments
Being a Financial Advisor means helping clients reach their financial goals. To Bob, this entails a process of prioritizing life goals, developing and implementing comprehensive investment strategies and continually evaluating clients’ progress and successes.
Background and experience
Bob’s 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 CounselorSM, designation from the College for Financial Planning in 2008. Bob joined the Wells Fargo Advisor team in 2012 to take advantage of the firm’s vast financial planning resources. His process and client dedication has led to Bob to be recognized by Wells Fargo as a Premier Advisor* as well as recognition by Forbes as one of America’s Top Next-Generation Wealth Advisors**.
Away from the office
Bob and his wife, Kate, are proud parents of three children and live near the Hill area in St. Louis. Bob is a St. Louis U. High alum, later graduating with a degree in business from Loyola U. Chicago.
Bob and Kate are dedicated to serving the 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.
Bob and Kate love to travel and in his spare time, Bob enjoys coaching his children’s various teams, as well as rooting on the Cardinals and Blues. Some of his favorite activities include golfing and skiing.
*The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
**Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.