Bobby’s journey as a financial advisor began two decades ago, driven by his desire to help people navigate life’s toughest transitions. Whether dealing with the loss of a loved one, job loss, or divorce, Bobby is there to provide guidance and support. His passion for helping others is what has kept him inspired throughout his career.
As a Certified Plan Fiduciary Advisor, Bobby offers professional retirement planning services, helping clients understand and simplify the complexities of retirement plans. His CPFA® designation is a testament to his commitment to delivering knowledgeable and dedicated service.
Bobby, a Middle Tennessee native, graduated from Smyrna High School and Middle Tennessee State University. Outside of work, he enjoys time with his wife and two children, golfing, hunting, and staying active. He’s also involved in his community through Brentwood Baptist Church and has served NeedLink Nashville, a nonprofit supporting families in need.
“Whether I’m helping a client navigate the turbulent financial complexities of divorce, planning for a dream retirement, or saving for a child’s education, my passion is to be the go-to resource for those who need me.” Bobby is proud that hundreds of clients have shared their dreams, challenges, hopes and goals with him over the years. And, he is deeply humbled to be a trusted financial partner for so many families.
Raymond James is not affiliated with any organizations mentioned.
