Bob Prangley began his career in 1991 and draws on his decades of experience coaching and guiding high net-worth families and individuals, foundations and private businesses. He works with affluent families to create long-term wealth strategies, comprising of investment management, tax minimization strategies and estate investment planning strategies. Bob’s focus is on an outcome of bridging generational awareness that supports and grows family wealth, values and purpose.
Before joining DayMark Wealth Partners, Bob was a Financial Advisor at Merrill Lynch for more than 16 years. He later joined Wells Fargo Advisors. In his previous experience, he founded The Prangley Boland Investment Consulting Group of Wells Fargo Advisors, where he engaged and competed on behalf of clients to support, clarify, and define their goals.
As a student athlete, Bob earned his BA in Economics and Psychology from Miami University. In 2005, Bob earned the Certified Investment Management Analyst (CIMA®) by the Investment Management Consultants Association. In 2020, Bob successfully completed the executive program of Applied Business Analytics at MIT Sloan School of Management. He holds his life, health and annuity insurance licenses. Bob has also been named a Premier Advisor* by Wells Fargo Advisors each year since 2013.
Outside of the office, Bob has also found great success in many pursuits, including serving as a former swim coach for the Cincinnati Marlins, St. Xavier High School and St. Ursula Academy. His passion to teach and coach athletes to prepare with purpose and focus on effort has led to unlocking the value of applied life lessons. The breakthrough results have led to many All Americans, and most importantly a unique community that teaches how to cast a vision within the great unlock. Bob also is a Trustee of the Ursulines of Cincinnati Charitable Trust, and a former advisory board member at the Williams College of Business.
Originally from the Cincinnati area, Bob currently resides in Wyoming, OH. He is a life learner of organizational culture, business models and athletic training. Bob and his wife, Lauren, have three children, ages 24, 22 and 18.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
The Premier Advisors designation is held by a select group of Financial Advisors within the firm as measured by business production, completion of educational components and professionalism.
The Premier Advisors Program has been the cornerstone for recognizing and rewarding these outstanding accomplishments.