For more than 18 years, Bob has helped clients manage their portfolios through constantly changing – and sometimes difficult – markets. His priority has always been to help clients reach their financial goals with the least amount of risk possible and with the ever-changing markets in mind.
Bob is passionate about providing clients with personalized financial advice. As a CERTIFIED FINANCIAL PLANNER™ professional, he focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. Utilizing the vast investment resources of Raymond James, he constructs a portfolio aligned with the client’s wishes. Bob is committed to helping families and small business owners with retirement planning and wealth preservation.
Prior to becoming a Financial Advisor, Bob worked in the Finance and Accounting departments at IBM for 12 years. He currently holds Series 7, 63, 9 & 10, Life Insurance, Annuity & Long Term Care Insurance licenses.
Bob graduated from Brigham Young University in 1988 with a BS in Business Management and Finance. He went on to earn his MBA from the University of New Haven in 1992. Additionally, he completed his CERTIFIED FINANCIAL PLANNER™ certification in 2004. A firm believer in continuing education, Bob enhances his experience by attending annual conferences and completing courses at Raymond James University.
Bob is very proud to have been recognized by being named to the Raymond James Chairman’s Council in 2017 after achieving Leader’s Council from 2013 through 2016.* This is an honor reserved for a select few financial advisors who demonstrate an extraordinary level of commitment to clients through personal service and professional integrity.
Community involvement is very important to Bob and he takes pride in serving the community through church activities and Boy Scout leadership. In addition, he has been a member of the Holly Springs Chamber of Commerce since 2000, serving on the Board of Directors for seven years and starting the original Holly Springs COC Ambassador Program. Bob was an active volunteer for the Capital Area Alumni Association for Brigham Young University, serving as Vice Chair for several years.
Originally from Connecticut, Bob currently resides in Cary, North Carolina with his wife of 35 years, Tiffin. He enjoys spending time with his four children and six grandchildren. When he is not working with clients, Bob enjoys camping, kayaking, and many other outdoor activities.
*Chairman’s Council and Leader's Council membership are based mainly on assets under management, education, credentials, and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.