Profile
Robert Verne Bolen was the founder and had founded Bolen Asset Management, Inc. in 2006 where he held the title of President from 2006 to 2017.
He has worked as a Principal at Merrill Lynch & Co., Inc. and The Prudential Insurance Company of America, Inc. He also worked as a Securities Analyst at Equitable Securities Corp.
and as a Principal at J.
C.
Bradford & Co., Inc. in 2000.
Mr. Bolen holds an MBA degree from Indiana University which he received in 1986 and an undergraduate degree from the University of Western Kentucky which he received in 1983.
Former positions of Robert Verne Bolen
| Companies | Position | End |
|---|---|---|
Bolen Asset Management, Inc.
 Bolen Asset Management, Inc. Investment ManagersFinance Envision Wealth Planning is a registered investment advisor located in Brentwood, Tennessee. They were formerly known as Bolen Dodson & Associates. The firm was founded in August 2005 as the result of a merger between Bolen Asset Management and Lori A. Dodson & Associates. Envision Wealth Planning serves primarily individuals and high net-worth individuals, as well as corporate pension and profit-sharing plans, trusts, charitable institutions and foundations. | Founder | 2017-07-24 |
| J. C. Bradford & Co., Inc. | Corporate Officer/Principal | 1999-12-31 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
| Equitable Securities Corp. | Corporate Officer/Principal | - |
The Prudential Insurance Company of America, Inc.
 The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Corporate Officer/Principal | - |
Training of Robert Verne Bolen
| Indiana University | Masters Business Admin |
| University of Western Kentucky | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
| Equitable Securities Corp. | Finance |
| J. C. Bradford & Co., Inc. | Finance |
Bolen Asset Management, Inc.
Bolen Asset Management, Inc. Investment ManagersFinance Envision Wealth Planning is a registered investment advisor located in Brentwood, Tennessee. They were formerly known as Bolen Dodson & Associates. The firm was founded in August 2005 as the result of a merger between Bolen Asset Management and Lori A. Dodson & Associates. Envision Wealth Planning serves primarily individuals and high net-worth individuals, as well as corporate pension and profit-sharing plans, trusts, charitable institutions and foundations. | Finance |
The Prudential Insurance Company of America, Inc.
The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Finance |
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