Bob Willis is an experienced financial services professional with a career spanning over 15 years in various roles within the industry. Currently serving as a Financial Services Consultant at TIAA since March 2024, Bob has previously held positions including Individual Financial Consultant at TIAA, Financial Services Representative at Charles Schwab, and St Loan Officer at New American Funding. Additional experience includes roles as Home Advisor at Mr. Cooper, Mortgage Loan Specialist at Gateway Mortgage Group, and Registered Financial Services Consultant at TIAA. Earlier in the career, Bob worked as a Private Client Banker at JPMorgan Chase & Co., focusing on high-net-worth clients, and gained foundational experience as a Financial Services Representative at MetLife. A former Realtor at Keller Williams Realty and Vice President at Innovative Reinsurance, Bob's educational background includes an MBA in Management from Amberton University and a degree in Finance from the University of Iowa.
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