Bobby Goldstein Email & Phone Number

Atlanta, Ga, Us

Using UBS's open architecture, and having built a team that can last a lifetime our clients and our business has thrived. The UBS platform has allowed us to take the business to the next level by offering an almost unlimited variety of wealth management tools. Our clients feel no restraints to their ability to grow, and we are proud to be a part of one of the only firms to still have the same name as it did 10 years ago.

At this stage of my career, I expanded my reach into the areas of protecting assets for multiple generations. We also integrated full service banking into our practice by adding lending and cash management.

Building on my early experience and taking over the business after my grandfather retired, Smith Barney is where I fully embraced fee-based asset managent. I recognized that my main strength is helping clients form long term wealth management strategies using professional asset management and full time financial planning. I enjoy keeping our clients on track to achieve their financial goals.

Working under the guidance of my grandfather allowed me the opportunity to gain critical experience. In these early years of my career, having a seasoned mentor with established long term relationships and investment knowledge helped to form the foundation of the business we proudly run today.