Why are you passionate about the work you do?
Over the past 15 years I’ve enjoyed building relationships in the independent advisory community. In speaking with entrepreneurially spirited advisors, the energy and passion they bring to the conversation is contagious and it’s been rewarding helping advisors along their journey. As the space continues to grow and evolve, it’s great to be part a firm that is well established.
Experience and Education
Prior to joining the firm, Bobby served as senior vice president of business development at BNY Pershing, where he was responsible for establishing new relationships across the Southeast U.S. with wealth management firms, multi-family offices and breakaway advisory teams.
Bobby has a bachelor’s degree in international business from Rollins College.
Outside of the office, Bobby enjoys playing golf, traveling and spending quality time with his wife Chelsea and three children, Claire, Mackenzie and Caleb.
Join the Mariner Momentum
At Mariner, we believe every advisor should have a team of advisors to support them. Whether you want to join our team as an advisor or prefer to maintain your independence, we’re here to support your growth.
If our collaborative approach to wealth management aligns with how you want to accelerate your practice, fill out the form below. Our advisor talent team will be in touch soon to discuss how we can work together to support your success.