Bob Wolter

Strategic Relationship Manager at BWM Financial

With 38 years’ experience in the financial services industry, Bob Wolter brings a wealth of knowledge to his relationships with clients. Bob has extensive experience as both a Financial Advisor and as a Manager/Supervisor the industry.

Bob grew up in Iowa and completed undergraduate work at Iowa State University. He went on to complete a Master of Business Administration degree at the University of Georgia with an emphasis on Securities Finance. Upon graduation he worked as a broker for a major Wall Street firm and was later promoted to Branch Manager. He continued his career as a manager in the industry as a Branch Manager, District Manager and Regional Manager over the years. Most recently he served as the Branch Manager at Wells Fargo Advisors in Del Mar, CA.

Timeline

  • Strategic Relationship Manager

    Current role