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Bob DiDonato, Private Wealth Advisor serving the Brookfield, WI area - Ameriprise Advisors

Bob DiDonato

CIMA®

Private Wealth Advisor

Managing Director
DiDonato Wealth Advisors
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Insurance
  • Retirement Income Strategies

Qualifications

  • CIMA® Certified Investment Management Analyst®

Education

  • Bachelor of Science, Ball Sate University

Awards & recognition

  • Five Star Wealth Manager, 2013-2022
  • Ameriprise Circle of Success, 2013 -2021
  • Forbes Best-in-State Wealth Advisors, 2022

Professional associations

  • Ball State University Alumni

Previous experience

  • Experienced Manager - Operations at Arthur Andersen, 1993-2000
  • Director of Finance, Ops. & Inv. Accounting at Strong Capital Management, 2000-2004
  • Chief Operating Officer & CAO at Stark Investments, 2004-2008
  • Senior Investment Consultant at Baird & Co., 2009-2012

Community participation

Bob formerly served on the Board of Directors for The Women's Center, a not-for-profit providing safety, shelter, and support to victims of domestic violence. He also actively supports the MACC Fund, Toys for Tots, I Back Jack, and Children's Hospital of Wisconsin.

Interests

Bob and his wife, Ann, have five children: Drew, Elli, Pack, Elizabeth and Piers. Outside of the office, Bob enjoys golfing, studying the markets and spending time with family.