As an alumnus of the United States Merchant Marine Academy, Bobby began his career in the maritime services licensed by the U.S. Coast Guard as an engineering officer in the merchant marine, providing support services for the Vietnam War sea-lift. He also served as a Lieutenant reserve officer in the U.S. Navy. He came ashore to find new adventures on land since he and his wife, Marion, wanted to start family planning.Since 1970, Bobby has served individual and business clients with fee-based financial planning. As well as providing investment services as a Registered Representative to assist clients in reaching their specific investment goals and objectives based on their values (1973-2015). He continued his advanced education at the American College in Bryn Mawr, PA earning his Masters in Financial Services in 1985.In 1996 Bobby formed his own independent planning and advisory companies: Acorn Financial Services, Inc., and Acorn Financial Advisory Services, Inc. located in Fairfax, VA. He added other partners, utilizing a team approach to improve clients’ lives and foster long-term partnerships. Bobby has always been a proponent of using specialists to deliver better results than a single financial advisor can offer. He and his partners continued this approach until he sold the planning and advisory companies in 2012 to pursue new adventures.After selling the Acorn companies, Bobby developed wealth enhancement strategies for mentoring other financial advisors, and helped to expand their offerings through his experience and knowledge in building and organizing around one guiding principle: “Do what’s right for the client.” By putting the client first, his financial planning goals and values help ensure that any advice is always in their best interest and that their financial future is based on their goals and values. He and his family enjoys spending their free time at their lake house in Lake Gaston, VA and traveling with friends.
Capitol Private Wealth Group, Llc
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Chief Compliance OfficerCapitol Private Wealth Group, Llc Jan 2017 - Present
Bobby Glass Skills
Bobby Glass Education Details
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The American College Of Financial ServicesFinance And Financial Management Services -
United States Merchant Marine AcademyNaval Architecture And Marine Engineering
Frequently Asked Questions about Bobby Glass
What company does Bobby Glass work for?
Bobby Glass works for Capitol Private Wealth Group, Llc
What is Bobby Glass's role at the current company?
Bobby Glass's current role is Chief Compliance Officer.
What schools did Bobby Glass attend?
Bobby Glass attended The American College Of Financial Services, United States Merchant Marine Academy.
What skills is Bobby Glass known for?
Bobby Glass has skills like Strategic Planning, Leadership, Customer Service, Maritime, Project Management.
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