Understanding what matters most
Bobby became a financial advisor in 1985 to help people pursue their life goals. Although he initially wanted to help people by pursuing a medical career, he found that studying the science of medicine did not fuel his passion for people and their personal concerns and fears. His focus evolved and he became interested in learning what money means to each person. As his study of sociology at Tulane became more indepth, he began to realize that for many people their financial health was as important to them as their physical health. It fit Bobby's personality to focus on people's hopes, their values, and their concerns in order to help counsel them and direct their future decisions.
Bobby has teamed with an highly credentialed group of collegues in order to be able to solve whatever financial issues come about in his clients' lives. Compass Financial Advisors is a team of 11 experienced financial professionals devoted to assisting wealthy families in managing the entirety of their financial worlds. Each senior advisor on our team has more than 30 years of experience in varying market environments.
Outside the office
Bobby works out regularly in local boot camp style classes and also runs daily to keep him physically and mentally sharp. He and his wife, Amanda work together in the business and have two children, Madeline and Micah. Bobby also has a son Joshua (aka Yoeshi) who is a successful musician, song writer, and currency trader living in Athens, GA.
Education and credentials
- B.A. Sociology, Tulane University
- Series 7, 63, 65 securities licenses
- Senior Vice President - Wealth Mangement
- Senior Portfolio Manager
Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI