Bo Trumbo is a native Orlando, Floridian who has practiced money management and estate planning for over thirty-one years. Mr. Trumbo earned an undergraduate degree from the highly academically-minded Tulane University School of Economics and pursued a graduate business management degree at Rollins College Crummer School of Business.
In 1980, Mr. Trumbo was hired as a financial analyst in the insurance industry, where he reviewed portfolio performance and accounting practices. In January 1982, he was hired by Merrill Lynch, Pierce, Fenner & Smith and trained on Wall Street in New York City. While at Merrill Lynch, and in every eligible year, Mr. Trumbo earned membership in the prestigious Merrill Lynch Chairman’s Club. In 1992, Mr. Trumbo was hired by Prudential Securities, Inc. where he became a member of the Prudential Securities Director’s Council and subsequently a member of the exclusive Prudential Securities, Inc. Management Advisory Committee.
In September 2000, Bo fulfilled his lifelong pursuit of opening his own estate and retirement planning firm, establishing Trumbo Capital Management, LLC. His sole mission statement is to maximize the value of an individual’s estate through principal and income protection, key life insurance, and critical care illness insurance. To that purpose, Mr. Trumbo designs with each and every individual a specific retirement and estate planning model that outlines the important and suitable asset allocation of tax-free retirement investment income and tax-deferred capital gains.
Since the establishment of Trumbo Capital Management, Mr. Trumbo has continually earned year over year financial service industry recognition. He is often heard on television and radio programs discussing the importance of retirement and estate planning. His community involvement in the Central Florida area has elected him to numerous boards and chairperson positions. Mr. Trunbo’s greatest passion is the public and private education of low-income students, establishing through the Tulane University Economics Department, the J. Bowman Trumbo Endowment Fund for financial support.
I've known Bo Trumbo since we were kids. As my parents began to age, Bo Trumbo advised us to protect inheritance and estate taxes by ...
– Charles S., Orlando FL
Often I heard Bo Trumbo on the radio. Finally, I telephoned, set an appointment, and made the best investment decisions of my life. I'm no ...
– Bill F., Melbourne FL
Two roads diverged in a wood and I-- Took the one less traveled And that has made all the difference.
– Robert Frost, US Poet
Leadership is educating people that the status quo is no longer an option-- and empowering them that they can capitalize on the change.
– Bo Trumbo, Trumbo Capital Management, LLC
Bo Trumbo is a native Orlando, Floridian who has practiced money management and estate planning for over thirty-one years. Mr. ...