Bob DavidsonWealth Advisor, VP | CFP®
Address
Phone
EmailAbout Bob Davidson
Career Highlights and Industry Expertise
- Financial industry professional since 1988
- Joined the company in 1996
- CERTIFIED FINANCIAL PLANNER™
Education
- Bachelor’s degree in finance from Eastern Illinois University
Servicing Areas
Serving the Terre Haute, Indiana region and banking centers
Community involvement
- St. Mary’s Church, St. Mary’s Finance Council, and Knights of Columbus
- Former Marshall Schools, Foundation President and Parish Council President
- Boy Scout leader and youth baseball, softball and basketball coach
As a native of Marshall, Illinois and a lifelong Wabash Valley resident, Bob is actively involved in his community. Outside the office, he enjoys sports and traveling with his wife Julie, with whom he has three children, Michael, Andrew, and Sydney, and two granddaughters.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
Old National Wealth Management Services
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
