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

Senior Vice President, Advisor at Wealthspire Advisors
Location: Richmond, Virginia, United States 5 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Wealthspire Advisors
Role
Senior Vice President, Advisor
Location
Richmond, Virginia, United States
Company size
112 employees

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

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Quick answer

Bobby Moyer, Cfa, Cfp®, Caia is listed as Senior Vice President, Advisor at Wealthspire Advisors, a with 112 employees, 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 Director of Research and Senior Portfolio Manager at Acg Wealth Management and Portfolio Manager at Acg. Bobby Moyer, Cfa, Cfp®, Caia holds B.S. Kinesiology, Sports Management from James Madison University.

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Email format at Wealthspire Advisors

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Wealthspire Advisors

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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

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Wealthspire Advisors
Wealthspire Advisors
Senior Vice President, Advisor
new york, new york, united states
Website
wealthspire.com
Employees
112
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Company profile
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5 roles · 23 years

Bobby Moyer, Cfa, Cfp®, Caia work experience

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

Senior Vice President, Advisor

Current
Wealthspire Advisors

Richmond, Virginia, United States

Oct 2023 - Present

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 Advisors

Other employees you can reach at wealthspire.com. View company contacts for 112 employees →

CM Corey Mcguire, Cfa Corey Mcguire, Cfa Colleague at Wealthspire AdvisorsNew York City Metropolitan Area, United States View → IK Iana Kozlenko Iana Kozlenko Colleague at Wealthspire AdvisorsNew York, United States View → PB Petra Braaksma Petra Braaksma Colleague at Wealthspire AdvisorsSan Francisco, California, United States View → BS Bryan Stretton, Cfp® Bryan Stretton, Cfp® Colleague at Wealthspire AdvisorsReston, Virginia, United States View → KT Karyn Tylicki, Cfp® Karyn Tylicki, Cfp® Colleague at Wealthspire AdvisorsGreater Milwaukee, United States View → WR Wyatt Reksten Wyatt Reksten Colleague at Wealthspire AdvisorsTompkins County, New York, United States View → AR Amy Ruehlmann Amy Ruehlmann Colleague at Wealthspire AdvisorsUrbana-Champaign Area, United States View → MA Marc Austin, Cpa, Cfp Marc Austin, Cpa, Cfp Colleague at Wealthspire AdvisorsWest Hartford, Connecticut, United States View → MK Max Kortegast, Cfp® Max Kortegast, Cfp® Colleague at Wealthspire AdvisorsUnited States View → TC Tim C. Tim C. Colleague at Wealthspire AdvisorsSan Rafael, California, 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 Advisors.

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

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

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

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

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

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

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

Bobby Moyer, Cfa, Cfp®, Caia's colleagues at Wealthspire Advisors include Corey Mcguire, Cfa, Iana Kozlenko, Petra Braaksma, Bryan Stretton, Cfp®, and Karyn Tylicki, 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 Advisors, 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.

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