Bob Gray Ctfa, Crpc®

Bob Gray, CTFA, CRPC®, has a diverse work experience spanning over multiple industries. Bob began their career as a Claim Representative at Allstate Insurance in 1986 and then moved to MSI Insurance as a Senior Casualty Claim Representative in 1989. In 1994, they transitioned to managerial roles, serving as the Manager of Operations at both Long Term Care Group and UnitedHealthcare.

In 2000, Bob joined GE Financial Assurance as a District Sales Manager before becoming a Financial Advisor/Account Manager at Northwestern Mutual Financial Network in 2002. Bob then worked as a Director of Client Services and Operations at both Clark Consulting and Integrated Healthcare Strategies from 2005 to 2008, where they led teams responsible for total compensation and employee benefit plans.

Bob's experience in the banking industry began in 2009 when they joined Wells Fargo Bank as a Personal Banker, providing financial consulting and guidance to individuals and business owners. Bob later transitioned to First State Bank and Trust, starting as a Trust Officer in 2010 and subsequently being promoted to Vice President - Trust and Senior Vice President - Trust. In these roles, they handled portfolio management, financial and estate planning, investment analysis, trust administration, and client relationship management. Bob also actively participated in community, philanthropic, and professional organizations.

Throughout their career, Bob has demonstrated expertise in financial solutions, account management, business development, and market analysis. Bob holds certifications as a Certified Trust and Financial Advisor (CTFA) and a Chartered Retirement Planning Counselor (CRPC®).

Bob Gray, CTFA, CRPC® obtained their Bachelor of Arts degree in Business and Public Relations from the University of Iowa from 1978 to 1984. In 2013, they attended Cannon Financial Institute and completed the Cannon Trust I program. The following year, in 2014, they completed the Cannon Trust II program at the same institute. In 2015, Bob Gray completed the Cannon Trust III program at Cannon Financial Institute.

In terms of certified qualifications, Bob Gray obtained the Certified Trust and Fiduciary Advisor (CTFA) certification from the American Bankers Association in February 2015. Bob also received the Chartered Retirement Planning Counselor (CRPC®) certification from the College for Financial Planning in February 2012.

Additionally, Bob Gray has a certification as an Investment Company Products/Variable Contracts Limited Representative (Series 6) from the Financial Industry Regulatory Authority (FINRA). Bob also holds Life, Health, and Variable Insurance Licenses. Although they have not specified when they obtained these certifications, it can be assumed that they are part of their professional qualifications. Bob Gray has not specified the obtained year and month for the Uniform Securities Agent State Law (Series 63) certification, but it can be assumed that they also hold this certification from the North American Securities Administrators Association (NASAA).