Bobby is a Research and Operations Associate at Heritage Wealth Advisors. He works closely with the Investment Advisory and Client Service teams to recommend investment solutions, monitor portfolios, and assist with rebalancing and trading.
Bobby earned his Bachelor of Science in Finance and Master of Business Administration from West Virginia University. Prior to joining the firm, Bobby worked for a large investment banking company along with other firms in the Pittsburgh area. He holds his Series 7 & 66 securities licenses.