PrairieView Wealth Partners, an Orland Park-based firm that has provided comprehensive financial planning since 1991, is pleased to announce the hiring of Bob Morvice as the firm’s newest Wealth Advisor and Director of Operations. Bob joins PrairieView after serving in a similar role with Bates Financial Advisors in Rockford.
Morvice will remain in the Rockford area, opening a satellite office for PrairieView Wealth Partners. The new office will be located at 2990 N. Perryville Road, Suite 4136B in Rockford. The office’s phone number will be (815)200-1202.
“PrairieView is committed to provided faith-based, family-centered professional financial planning to our clients – and Bob’s background is a perfect fit for that,” said Tim Regan, Founder of PrairieView Wealth Partners. “We believe Bob’s experience, along with his values, strengthen our brand and will provide current and new clients with the family-like treatment they deserve.”
Meet Bob Morvice, Director of Operations
Bob holds a bachelor’s degree from the University of Kentucky. With over 23 years in the financial derivatives industry, he has also served in a variety of leadership roles with several well-known Chicago-area financial institutions over the course of his career.
In his most recent role, Bob supervised nearly 700 households with investments, taxes, estate planning, insurance, and retirement planning. He holds Series 51 (Municipal Fund Limited Principal), Series 24 (General Securities Principal), Series 66 (Investment Advisor Representative), and Series 7 (General Securities Representative) certifications.
“Although the firm I work with may have changed, my commitment to Rockford area communities has not waivered,” commented Morvice. “I am excited to be joining the PrairieView team, but more importantly, bringing this firm’s values and commitment to excellence the communities I care for so deeply.”
A Rockford native and Guilford High School graduate, Bob is very passionate about community involvement. In addition to being an active member of St. Peter Catholic Church in Geneva, he has been a youth basketball, baseball, football, and softball coach for many years. Bob and his wife Julie are the proud parents of four children.
PrairieView Wealth Partners has provided family-centered comprehensive financial planning for their clients since 1991. Their mission is to partner with Christian families to provide trusted and faith-based financial advice, delivered through personal conversations.
Need more info? Contact us at 708.326.4750 or [email protected], or click here to get in touch.
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