Bob Ciullo, CPWA in

Bob Ciullo, CPWA

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Director, Advisor Coaching and Strategy at Mariner
📍 Oak Island, North Carolina, United States

A wealth management executive with over 30 years of experience, Bob Ciullo is the Director of Advisor Coaching and Strategy at Mariner. He specializes in driving organic and inorganic growth for RIA firms, leveraging his expertise in M&A and succession planning. He holds an MBA, CPWA®, and an Associate Certified Coach (ACC) certification.

Bob is deeply invested in his community of Oak Island, NC, where he serves as a Town Council Member. He is passionate about preserving the towns small, family-friendly atmosphere, supporting local businesses, and protecting local waterways. He and his wife, Carol, are actively involved in community events and local charities.

Beyond his extensive financial career, Bob is an elected Town Council Member for Oak Island, NC, actively shaping his local communitys future.

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Experience
20 Years
Current Role
Director, Advisor Coaching and Strategy
Job Level
Mid-senior
Location
Oak Island, North Carolina, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Bob cares about

RIA Growth Strategies
His career is dedicated to helping Registered Investment Advisor (RIA) firms expand through M&A, strategic planning, and operational efficiencies.
Advisor Succession
He frequently addresses succession as a critical risk management issue for established advisors, helping firms execute successful internal or external plans.
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Career

Work history

3-2024
Director, Advisor Coaching and Strategy
Mariner
5-2023 - 3-2024
Founder and Managing Member
Strategic Growth Solutions, LLC
3-2022 - 12-2022
Vice President Of Business Development, Wealth Services
Alera Group, Inc.
4-2021 - 3-2022
Managing Director
DeVoe & Company
3-2019 - 8-2021
Senior Director
Sullivan Bruyette Speros & Blayney (acquired by Creative Planning)
In the press

Media appearances

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Education
Masters of Business Administration (MBA) - Hugh McColl School of Business
Queens University of Charlotte
Bachelor of Arts (BA)
Rutgers University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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