Working toward your goals It starts with a strategic plan

Bobby J. Fogle, CPWA®, CDFA®

Senior Vice President - Wealth Management
Corporate Stock Benefit Consultant
Portfolio Manager




Legacy Tower
7250 Dallas Parkway
12th Floor
Plano, TX 75024

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.


Art Cashin on the markets

Art Cashin on the markets

UBS Equity Plan Advisory Services

UBS Equity Plan Advisory Services