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Cima® Bob DeWitt CFP®
Vice President - Investments, Financial Advisor at Wells Fargo Advisors
Professional Background
Bob DeWitt is a well-respected figure in the finance and wealth management industry, serving as a member of the Baird DeWitt Wealth Management Group at Wells Fargo Advisors. His extensive experience has positioned him as a valuable asset to his clients, where he focuses on helping individuals and families achieve their financial goals. With a deep commitment to empowering his clients, Bob endeavors to help them build lasting wealth, secure their family’s future, and capitalize on the opportunities that their financial decisions can create.
With an impressive background in wealth management, Bob has held several significant positions that have enhanced his expertise and capacity to drive success for his clients. Before joining Wells Fargo Advisors, Bob held important roles at Merrill Lynch Wealth Management as a Wealth Management Advisor and Portfolio Manager. His involvement with global technology giants, including Dell EMC and Apple Computer, in business development also sharpened his analytical and strategic skills, providing a comprehensive view of client needs in today's innovative landscape.
Education and Achievements
Bob DeWitt’s educational journey is marked by a series of prestigious qualifications that showcase his commitment to professional growth and excellence in the field of finance. He holds the distinguished Certified Financial Planner™ (CFP®) designation, complemented by advanced certifications such as the Certified Investment Management Analyst (CIMA®) credential from the Wharton School at the University of Pennsylvania, Certified Private Wealth Advisor (CPWA®) from The Booth School at the University of Chicago, and Retirement Income Certified Professional (RICP®). These qualifications enable Bob to offer robust financial advice and investment strategies tailored to individual client needs.
His Bachelor’s Degree in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara, laid the foundation for his analytical prowess and equipped him with the critical thinking skills necessary for effective wealth management. Bob’s commitment to continuous learning is further exemplified by his participation in Leadership Austin, Class of 2016, highlighting his dedication to personal and professional development.
Community Engagement
Outside of his professional endeavors, Bob is actively engaged in his community, serving on the board of Montessori for All, a charter school that provides a unique, accessible Montessori education aimed at a diversified group of children in East Austin. His dedication to educational outreach and community development reflects his belief in giving back and shaping the future of young learners. Moreover, he enriches the financial field by contributing to the Investment and Wealth Institute, where he serves on their qualification committee, assisting in creating test questions for aspiring CIMA® and CPWA® candidates. This commitment to shaping future professionals showcases his passion for mentorship and education within the industry.
Personal Life and Interests
In addition to his professional accomplishments, Bob DeWitt is an enthusiastic amateur endurance athlete. With an impressive record of completing 14 Ironman triathlons, including competing in the iconic Hawaiian Ironman World Championships on two occasions, he exemplifies the discipline and perseverance that are also pivotal in his professional life. This passion for endurance sports not only reflects his personal dedication to physical challenges but also translates into a the approach he takes in guiding clients through their financial journeys.
On a personal note, Bob has been happily married to his wife, Terrie, for over 30 years, creating a strong support system that enhances both his personal well-being and professional success. Together, they share their home with two beloved chocolate labs, Kailee and Darryl, further enriching their family life. Bob’s personal experiences and values manifest in his supportive and dedicated approach to his clients, making him a trusted advisor in the wealth management space.
Summary
Bob DeWitt, CFP®, CIMA®, CPWA®, RICP®, stands out not only for his professional credentials and significant contributions to the financial field but also for his commitment to community service and personal development. With decades of experience at leading wealth management institutions, including Wells Fargo Advisors and Merrill Lynch, Bob combines his financial expertise with a deep understanding of client psychology and needs. His educational background from prestigious institutions and his significant pursuits in endurance athletics further amplify his unique profile, making him a genuinely well-rounded professional. His proactive approach, coupled with genuine care for his clients and the communities he serves, positions Bob as a sought-after financial advisor in today’s ever-evolving financial landscape.
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