Bobbie is an essential member of Windsor Wealth. Bobbie’s focus is to provide our clients with excellent customer service. She is also responsible for preparing financial illustrations, assisting in the client review process, and creating and organizing special events for our clients.
Bobbie received the ParaPlanner designation from the American College of Financial Services in November 2012. This designation allows her to assist Carlos Dominguez, CFP®, and Christina Jones, CFP® with the Family Wealth Planning process.
Bobbie was born in Fitchburg, Massachusetts, and traveled a lot growing up because her father was in the Air Force. Some of the places that she has lived are Florida, Texas, Guam, Montreal, and Maine. Bobbie moved to Gainesville, Georgia in 1990.
Bobbie has 3 amazing sons. And nothing makes her happier than spending time with all of them. She recently adopted her dog, Beauregard and loves playing with him. Bobbie loves to go camping in her spare time and is an avid reader.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
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