Bobby Moyer, CFP®, CAIA®, CFA
Senior Vice President
Bobby serves as a senior vice president and wealth advisor in our Richmond, VA office. Previously, Bobby worked for 16 years as Chief Investment Officer of a Wealthspire predecessor firm after transitioning from his role as director of research and senior portfolio manager. As an advisor, he is driven by the gratification that comes with being able to translate his passion for analysis into sound investment strategies that deliver peace of mind to clients. He is devoted to understanding each person's unique financial goals and aspirations and firmly believes in the importance of trust as the foundation of each client relationship.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
