Sr. Wealth Advisor
Bob specializes in delivering comprehensive financial and estate planning including investment management services with an emphasis on pre-retirement and retirement strategies. He began his wealth management career in 1978 and received his CFP® designation from the College for Financial Planning in 1981. Before joining Mercer Advisors, Bob was the owner and managing partner of Personal Financial Advisors, a respected wealth management firm in Louisiana. A dedicated entrepreneur, PFA was the last of three financial planning services companies Bob founded. Throughout his career, Bob has been a member of and held board positions in numerous civic and professional organizations. A native of Montgomery, Alabama, Bob earned a Bachelor of Science degree in Business Administration from the University of Alabama.