Bobby Moyer, Cfa, Cfp®, Caia
AeroLeads people directory · profile

Bobby Moyer, Cfa, Cfp®, Caia Email & Phone Number

Senior Vice President, Advisor at Wealthspire
Location: Richmond, Virginia, United States 6 work roles 2 schools
LinkedIn matched
✓ Verified August 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wealthspire
Role
Senior Vice President, Advisor
Location
Richmond, Virginia, United States

Who is Bobby Moyer, Cfa, Cfp®, Caia? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Bobby Moyer, Cfa, Cfp®, Caia is listed as Senior Vice President, Advisor at Wealthspire, based in Richmond, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Bobby Moyer, Cfa, Cfp®, Caia.

Bobby Moyer, Cfa, Cfp®, Caia previously worked as Senior Vice President, Advisor at Wealthspire Advisors and Director of Research and Senior Portfolio Manager at Acg Wealth Management. Bobby Moyer, Cfa, Cfp®, Caia holds B.S. Kinesiology, Sports Management from James Madison University.

Company email context

Email format at Wealthspire

This section adds company-level context without repeating Bobby Moyer, Cfa, Cfp®, Caia's masked contact details.

Wealthspire

Review company-level records connected to Bobby Moyer, Cfa, Cfp®, Caia before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Bobby Moyer, Cfa, Cfp®, Caia

Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and ACG Advisory Services, LLC, separate registered investment advisers and subsidiary companies of NFP Corp.

Current workplace

Bobby Moyer, Cfa, Cfp®, Caia's current company

Company context helps verify the profile and gives searchers a useful next step.

Wealthspire
Wealthspire
Senior Vice President, Advisor
Website
wealthspire.com
AeroLeads page
Company profile
View company profile Email format
6 roles · 23 years

Bobby Moyer, Cfa, Cfp®, Caia work experience

A career timeline built from the work history available for this profile.

Role listed

Wealthspire

Director Of Research And Senior Portfolio Manager

Acg Wealth Management

Richmond, Virginia Area

Nov 2011 - Oct 2023

Portfolio Manager

Acg
Jan 2007 - Nov 2011

Financial Services Advisor

First Market Bank
Mar 2006 - Jan 2007

Guest Services Lead

World Golf Foundation
2004 - 2005 ~1 yr
Team & coworkers

Colleagues at Wealthspire

Other employees you can reach at wealthspire.com. View company contacts →

MK Myka Koenen, Cfp® Myka Koenen, Cfp® Colleague at WealthspireReston, Virginia, United States View → KM Karin Maloney Stifler Karin Maloney Stifler Colleague at WealthspireGreater Cleveland, United States View → JA Jaime Alvarez Jaime Alvarez Colleague at WealthspireMadison, Wisconsin, United States View → AW Alyson Woolbright, Fpqp® Alyson Woolbright, Fpqp® Colleague at WealthspireNew York City Metropolitan Area, United States View → JD John Dobson, Cfp® John Dobson, Cfp® Colleague at WealthspireWaukesha, Wisconsin, United States View → RK Randy Kaufman Randy Kaufman Colleague at WealthspireHillsdale, New York, United States View → HM Hector Molina Hector Molina Colleague at WealthspireNew York, United States View → CP Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® Chip Pyfer, J.D., Cfp®, Cpwa®, Cima® Colleague at WealthspireSan Francisco Bay Area, United States View → CG Catherine Gomez Catherine Gomez Colleague at WealthspireStamford, Connecticut, United States View → RM Ryan Mckinney Ryan Mckinney Colleague at WealthspireMelville, New York, United States View →
2 education records

Bobby Moyer, Cfa, Cfp®, Caia education

FAQ

Frequently asked questions about Bobby Moyer, Cfa, Cfp®, Caia

Quick answers generated from the profile data available on this page.

What company does Bobby Moyer, Cfa, Cfp®, Caia work for?

Bobby Moyer, Cfa, Cfp®, Caia works for Wealthspire.

What is Bobby Moyer, Cfa, Cfp®, Caia's role at Wealthspire?

Bobby Moyer, Cfa, Cfp®, Caia is listed as Senior Vice President, Advisor at Wealthspire.

Where is Bobby Moyer, Cfa, Cfp®, Caia based?

Bobby Moyer, Cfa, Cfp®, Caia is based in Richmond, Virginia, United States while working with Wealthspire.

What companies has Bobby Moyer, Cfa, Cfp®, Caia worked for?

Bobby Moyer, Cfa, Cfp®, Caia has worked for Wealthspire, Wealthspire Advisors, Acg Wealth Management, Acg, and First Market Bank.

Who are Bobby Moyer, Cfa, Cfp®, Caia's colleagues at Wealthspire?

Bobby Moyer, Cfa, Cfp®, Caia's colleagues at Wealthspire include Myka Koenen, Cfp®, Karin Maloney Stifler, Jaime Alvarez, Alyson Woolbright, Fpqp®, and John Dobson, Cfp®.

How can I contact Bobby Moyer, Cfa, Cfp®, Caia?

You can use AeroLeads to view verified contact signals for Bobby Moyer, Cfa, Cfp®, Caia at Wealthspire, including work email, phone, and LinkedIn data when available.

What schools did Bobby Moyer, Cfa, Cfp®, Caia attend?

Bobby Moyer, Cfa, Cfp®, Caia holds B.S. Kinesiology, Sports Management from James Madison University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.