With 18 years of experience as a financial advisor and a quarter century spent working as an attorney, Bob Ogren has developed expertise that few advisors can match. A subject matter specialist, he has lectured and written articles focusing on wealth management, estate planning and retirement planning. In addition, Bob has taught “Ready, Set, Retire” classes as part of the adult education program offered by Lone Star College.
The son of a charter member of the Chartered Financial Analyst (CFA®) program, Bob has based his advisory practice on some of the same fundamentals used by his father including “long term appreciation of capital with the appropriate risk for each client”. However, his approach has a modern twist as he is sensitive to the new dynamics of building wealth for his clients that include business owners, company executives, affluent families and trusts.
Community Involvement and Support
- Meals on Wheels of Montgomery County, Board Member
Education and Certifications
- University of Illinois, JD
- Northwestern University Kellogg School of Business, BBA
- Series 7, 63 and 66 Securities Licenses
- Texas Life and Health Insurance Licenses
Professional Experience and Recognition
- Raymond James Financial Services Achievers Club 2014¹
- A. G. Edwards & Sons
- 25 years as Partner in commercial law firm
¹Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
Raymond James is not affiliated with the above organizations and/or charitable causes.