Broker Check

2705 Dougherty Ferry
Suite 205
St. Louis, MO 63122

RW Waugh Inc.

(314) 373-5895

 
Bob Waugh

Bob Waugh, President of RW Waugh, Inc., has focused his entire 25-year career on the investment and retirement planning needs of seniors. Through his affiliation with more than half a dozen higher education institutions, Bob has taught retirement planning classes to more than 3000 families. Bob has consulted to over 300 pre-retirees and retirees, working to help them preserve their principal and design their investment portfolios. Through the firms with which he has been affiliated over the years, Bob has counseled clients on over $200 million of assets under management.

Bob is an undergraduate of Saint Louis University and received his post-graduate degree from the University of Missouri-St. Louis. A graduate of the College of Financial Planning in Denver, Colorado, Bob has received the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board. A prolific educator and speaker, Bob has lectured on financial planning topics in major corporations, non-profit organizations and educational institutions. Bob has served as an adjunct faculty member of the College of Financial Planning, and in this capacity has helped to prepare many professionals for a career in financial planning.

Over the years, Bob has developed a broad clientele that is currently spread across more than 10 states.

Bob's passion is to ensure that each one of his clients utilize their IRAs in the most tax-efficient manner possible both during their lifetime and at death.