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, In., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their application jurisdications that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.