robert@tannerywealth.com
214.239.4700 ext.104
Bob joined Tannery & Company Wealth Management in July 2011 as an Associate Wealth Manager and Director of Wealth Planning. He has extensive hands on experience in personal financial planning since graduating in 2004. During his career Bob has worked with CEOs of Fortune 500 companies, corporate executives and high net worth clients and their families.
Bob received his Bachelors of Science Personal Financial Planning degree at Texas Tech University, widely recognized as the top financial planning education program in the country. Bob is a CERTIFIED FINANCIAL PLANNER™ Professional and an Investment Advisor representative with LPL Financial, holding Securities Series 7 and Series 66 registrations. He is an active member of the Financial Planning Association’s (FPA) DFW chapter.
Bob is very active in St. Mark's Catholic Church in Plano as well as the Knights of Columbus. Bob's greatest joy is his family--wife Teresa and three children Andrew, Elizabeth and Liam. "I have found family to be the most important part of a person's life to ensure happiness, no matter their current circumstance."