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Executive Vice President / Investments
Financial Consultant
Salem , OH
330-337-7801
Email
Bob McCulloch joined Parker/Hunter, a division of Janney Montgomery Scott LLC, in 1981 for
the opportunity to manage investment planning for individuals and institutions.
His investment philosophy is based on creating and preserving wealth for
his clients by developing an individualized program. He focuses on achieving
his clients’ long-term financial goals while minimizing risk.
Taking into consideration asset allocation and long-term value-oriented
investments, Bob tailors financial programs for his clients utilizing
Janney Montgomery Scott LLC's Specialists in equity research, financial
planning, portfolio managment, mutual funds, investment mangement, options,
and insurance when appropriate.
Throughout the investment process, Bob helps clients understand their
investment needs, making changes and adjustments when needed, and focuses
on long-term, disciplined investing. Client service is the top priority
of Bob’s and he strives to exceed expectations when it comes to
client satisfaction.
Office:
Salem , OH
Financial Services:
Stocks, bonds, mutual funds, CDs, IRAs, financial planning, retirement
planning, estate planning.
Personal:
Born and raised in Salem, Ohio, Bob earned his Bachelor of Arts
from Denison University in Granville, Ohio and his MBA from the University
of Pittsburgh Katz Graduate School of Business. Bob has been a Certified
Financial Planner TM since 1985 and is a graduate
of the Securities Industry Institute (SII). Prior to the merger of Parker/Hunter and Janney Montgomery Scott, Bob served on the Board of Directors for Parker/Hunter and was a former member of its executive committee. He now serves on Janney's Board of Managers.
Within his community, Bob currently serves as a trustee for the following
organizations: Pearce Foundation, St. Paul’s School Foundation,
Salem Public Library, and Columbiana County Mental Health Center. Formerly,
Bob was Director and President of United Way Services of Northern Columbiana
County, Director and Treasurer of Salem Community Foundation, Director
and Secretary/Treasurer of Salem Community Health Foundation, and member
of the Kent State University - Salem Campus Advisory Board.
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