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Bobby DeWees

Bobby DeWees

Financial Analyst

Followers of Bobby DeWees533 followers
location of Bobby DeWeesWilmington, Delaware, United States

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  • Timeline

  • About me

    Wealth Management | Former Marine Raider

  • Education

    • Wilmington Friends School

      -
      High School Diploma

    • Gettysburg College

      2009 - 2013
      Bachelor of Arts - BA Business Administration and Management, General

      Activities and Societies: Men’s Lacrosse

  • Experience

    • ClearBridge Investments

      Jun 2013 - Dec 2013
      Financial Analyst

    • New York Life Investments

      Jan 2014 - Sept 2014
      Internal Wholesaler

    • United States Marine Corps

      Sept 2015 - Aug 2018
      Infantry Officer

    • U.S. Marine Corps Forces Special Operations Command (MARSOC)

      Aug 2018 - Jun 2023
      Team Commander

    • Morgan Stanley

      Jan 2023 - Mar 2023
      Wealth Management Intern

    • 51 Vets

      Mar 2023 - now
      Member

    • Wells Fargo Advisors

      Aug 2023 - now
      Financial Advisor

    • DeWees Private Wealth Management

      Jul 2024 - now
      Financial Advisor

  • Licenses & Certifications

    • Series 66

      FINRA

    • Series 7

      FINRA

  • Volunteer Experience

    • Volunteer

      Issued by Easterseals Delaware and Maryland's Eastern Shore
      Easterseals Delaware and Maryland's Eastern ShoreAssociated with Bobby DeWees

    • Fundraiser

      Issued by The Leukemia & Lymphoma Society on Mar 2022
      The Leukemia & Lymphoma SocietyAssociated with Bobby DeWees

    • Board of Trustees

      Issued by The Leukemia & Lymphoma Society on Sept 2023
      The Leukemia & Lymphoma SocietyAssociated with Bobby DeWees

    • Fundraiser

      Issued by HEADstrong Foundation on Feb 2010
      HEADstrong FoundationAssociated with Bobby DeWees