Bobby Enoy Phakonekham

With more than 15 years of experience in financial planning and investment management, Bobby Phakonekham has the accumulated knowledge and perspective to help you with your financial goals. Bobby understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Bobby will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Bobby endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Bobby designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Bobby puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.

Bobby began his career in financial services in 2006 and previously spent 15 years with Wells Fargo Advisors. Today, Bobby provides financial and estate planning through the use of equities, fixed income securities, managed money, and investment strategies and more through Raymond James.

A native of Montgomery, Alabama, Bobby resides in Huntsville, Alabama. Away from the office, Bobby also enjoys spending time with his family, leading men’s Bible study groups, carpentry, and traveling.