Bob Crean is a Financial Advisor with Insight Wealth Advisors, an independent office with Raymond James.
After 25+ years in Corporate America, the last 17 of which were with The Coca-Cola Company, Bob made the decision to combine his passion for personal financial planning and investments with the disciplined planning and execution developed through years of leading annual and strategic planning exercises. Bob brings this background and experience to his financial advisory role with particular focus on financial planning for various life stages (retirement, work-optional/early retirement, college planning, etc.), and addressing clients concentrated wealth positions.
Bob employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right expertise and tailored financial solutions designed to meet his clients’ specific needs. He works diligently to meet his clients’ expectations with exceptional customer service and the intention of being their trusted wealth advisor for life.
Bob received his undergraduate degree in Mechanical Engineering from Notre Dame and his MBA from Duke University before relocating to the Atlanta area in 1995. He and his wife, Melissa, have two boys, Alex and Ryan. When Bob isn’t coaching his kids’ sports teams he can often be found on the golf course.