I use my broad financial services, trust and business-owner background to offer important recommendations and insights to my clients. I started my banking career with First National Bank in Dallas, Texas. In 1975, I joined Paine Webber where I gained experience as an investment advisor and worked to develop deep relationships with many client families – some extending today to the 4th generation.
My early years teaching business at the collegiate level and experience running an independent broker-dealer provides me with a comprehensive business perspective and ability to use different investment strategies to help meet my clients' complex business and investment goals.
In my free time, I enjoy music and playing the saxophone. My wife, Marsha, and I live in Frisco and have two children and seven grandchildren.
CA Insurance License Number: 0J15411. Resident State TX.
With many years in the financial services industry, Bob's role on the team is to deliver the highest quality investment knowledge and advice to help clients generate income, manage risk and diversify their portfolios.
- Wells Fargo Advisors
- Gillespie & Holland, Inc.
- Paine Webber
- First National Bank Dallas
- Tarrant County College
- Merrill Lynch
Education & Professional Achievements
- Mississippi College, Clinton, MS., Bachelor of Science, Business & MBA