After beginning his financial career with SunTrust Bank, Bobby spent seven years with Smith Barney and Bank of America/Merill Lynch focused on wealth management. Bobby primarily advised high net worth clients and business owners and helped them design sophisticated strategies to protect, grow and distribute their wealth. While at Smith Barney, Bobby completed the Financial Planner Program at Oglethorpe University and became a Certified Financial Planner™. Bobby also has a Series 7, 63 and 65 license and is licensed to provide Life, Health and Variable Insurance products.
From his experiences working at top Wall Street firms, Bobby developed a different approach to managing personal finances. Bobby’s approach results in a highly personalized financial blueprint to help his clients achieve their goals and reach financial peace.
Bobby grew up in Atlanta and is a graduate of the University of Colorado in Boulder. He now lives in Brookhaven and is a member of Buckhead Church. He facilitates SafeHouse and Second Saturdays, which are groups of young professionals doing community service. Bobby also enjoys biking and playing tennis and golf.