Investment Advisor Representative
Bob has guided his clients and served as a fiduciary to families and individuals through the inflationary and high interest rate environment of the 1980’s and 1990’s, the technology bubble of the early 2000’s, the financial crisis and subsequent real estate bust of 2008, and, most recently, through the COVID-19 global pandemic of 2020. Bob enjoys working with his clients and their families; learning, preparing, and helping them define their needs and wants, their hopes and dreams; helping them accomplish their long term goals and objectives; and, through careful one-on-one planning and providing specific solutions, prepare them for their future and encourage them to enjoy the journey.
Bob grew up in Lexington, Kentucky and attended the University of Kentucky and St. Thomas More University, earning degrees in both Economics and Business Administration. In 1988 Bob graduated from the University of Louisville School of Law and practiced law, primarily in the area of wills, trusts and estate planning. In 1991 he earned his MBA from the University of Miami and moved to Cleveland, Ohio to serve as a corporate fiduciary in the trust and wealth management industry. In 1998, Bob and his growing family of seven left the Midwest and moved South to the Gulf Coast, where he continued to serve as a fiduciary and investment advisor in the wealth management industry.
Bob was fortunate to grow up surrounded by the selfless love, affection and support of his parents, who instilled in him and his four siblings a strong work ethic and an appreciation in the value and beauty of providing for one’s family. In his professional career, he was also fortunate to find a business partner in Annalee Leonard who shared these same values; who challenged and supported each other, expanded their level of service above and beyond traditional delivery channels, and perform their craft at the highest and most professional level possible.
Bob learned early on that it is not solely about investment returns and what you make; but more about what you get to keep and pass on to your family, your loved ones, and the causes you believe in. With over 30 years of investment and wealth management experience, Bob brings a unique perspective and value to his clients with his extensive background in law, taxation, and retirement and estate planning. He considers it an honor and a privilege to serve his clients. It is a vocation, passion project, and a tremendous responsibility that he does not take lightly. It is Bob’s most sincere goal and professional objective to exceed his clients’ expectations in all matters; to earn their trust and confidence in him every day; and to continue to serve his clients and their families in the most caring, compassionate and professional manner he knows.
Outside the office, you can find Bob and his wife, Connie, on long walks with their dog, Luna, or on a sightseeing bike ride in one of many historic towns along the Gulf Coast. They enjoy dining on all types of seafood and authentic Mexican foods. Bob and Connie also enjoy road trips up North and out West to visit their seven children and three grandchildren.
Phone: (877) 860-7752