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Bob Peterson
Client Service Associate

Bob joined Crux Wealth Advisors in 2021 as a Client Service Associate at our Chicago, IL office. He has a strong understanding and background in client relations and supports our advisors to assure the smooth operation of the branch through the delivery a high level of service to clients.

Helping others has always been a top priority for Bob, and he has a steadfast commitment to providing a quality client experience possible each day. His responsibilities include answering client inquiries promptly, setting up meetings between clients and advisors, providing proactive support to our advisors, among many other duties. Bob's attention to detail, ability to communicate clearly and dedication to comprehensive customer service make him the ideal person to serve as one of our office's connection points. Bob provides consistent support to keep our team organized and efficient while also helping to ensure our clients' satisfaction.

Bob brings valuable and relatable experience to our team. He was previously with JP Morgan for six years as a Client Onboarding Associate, and before that, he served in the United States Navy from 2009-2015 as a Hospital Corpsman. Bob earned a Bachelor of Arts in Business Management from Columbia College of Missouri.  

He recalls fond childhood memories of being introduced to the ever-changing markets by his Grandpa Paul. Together, they would watch and track the markets. While Bob served in the Navy, his interest in the markets turned into a passion and eventually a career when he began a program with JP Morgan designed for new veterans transitioning into civilian careers. Today, he feels fortunate that he can work in a profession where he combines his genuine interests with playing a part in assisting others in establishing financial stability.

Bob Peterson

When I'm not at work, I enjoy spending as much time with my family as possible. My wife, Meghan, and I have the most wonderful foster daughter who has been with us for more than a year. She is truly the best part of my day. 

I like to tap into my creative side and enjoy woodturning. I make pens, bowls, and small boxes on a lathe set up in my garage. I also play guitar, keep active by riding my road bike and work out at the gym. 

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