Bobby Emerson, Cfp®

Bobby Emerson, Cfp® Email and Phone Number

Financial Advisor , Managing Director @ Ameriprise Financial Services, LLC
Orlando, FL, US
Bobby Emerson, Cfp®'s Location
Greater Orlando, United States
Bobby Emerson, Cfp®'s Contact Details

Bobby Emerson, Cfp® work email

Bobby Emerson, Cfp® personal email

n/a
About Bobby Emerson, Cfp®

Bob Emerson, Financial Advisor, is a founding member of The Flagship Group, a financial advisory practice of Ameriprise Financial Services, Inc., in Winter Park, FL. He has been an investment advisor for over 20 years. As well as being a CERTIFIED FINANCIAL PLANNER™ professional, he is one of the portfolio managers on The Flagship Group. The Flagship Group has been delivering financial advice and wealth management services to high net-worth families and non-profit organizations for 20 years in Winter Park. Areas of Focus: • CERTIFIED FINANCIAL PLANNER™ professional• Retirement Income Strategies• Executive Compensation and Benefit Strategies• Women's Financial Strategies• Estate Planning Strategies• Investments• Wealth Preservation Strategies• Tax Planning Strategies• InsuranceSeries, 7, 63, 65 and 31 licensesLife, Health, Variable Annuity Insurance licensedRegistered in over 25 statesCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser.Ameriprise Financial Services, Inc. Member FINRA and SIPC.© 2017 Ameriprise Financial, Inc. All rights reserved.Bob Emerson may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.AR License #556943

Bobby Emerson, Cfp®'s Current Company Details
Ameriprise Financial Services, LLC

Ameriprise Financial Services, Llc

View
Financial Advisor , Managing Director
Orlando, FL, US
Website:
ameriprise.com
Employees:
2
Bobby Emerson, Cfp® Work Experience Details
  • Ameriprise Financial Services, Llc
    Financial Advisor , Managing Director
    Ameriprise Financial Services, Llc
    Orlando, Fl, Us
  • Ameriprise Financial Services, Llc
    Financial Advisor , Managing Director
    Ameriprise Financial Services, Llc Jul 2017 - Present
    Winter Park, Florida
  • Morgan Stanley
    Wealth Advisor And Portfolio Manager
    Morgan Stanley Jan 2009 - Jul 2017
    © 2016 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html-The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.-Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.-For more information on the designation(s) listed above, go to http://www.morganstanleyfa.com/flagshipgroup/
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jan 1995 - Jan 2009

Bobby Emerson, Cfp® Skills

Customer Service

Bobby Emerson, Cfp® Education Details

  • Samford University
    Samford University
    Business Administration
  • Minor High School
    Minor High School
  • University Of Central Florida
    University Of Central Florida
    School Of Financial Planning

Frequently Asked Questions about Bobby Emerson, Cfp®

What company does Bobby Emerson, Cfp® work for?

Bobby Emerson, Cfp® works for Ameriprise Financial Services, Llc

What is Bobby Emerson, Cfp®'s role at the current company?

Bobby Emerson, Cfp®'s current role is Financial Advisor , Managing Director.

What is Bobby Emerson, Cfp®'s email address?

Bobby Emerson, Cfp®'s email address is bo****@****mpf.com

What schools did Bobby Emerson, Cfp® attend?

Bobby Emerson, Cfp® attended Samford University, Minor High School, University Of Central Florida.

What are some of Bobby Emerson, Cfp®'s interests?

Bobby Emerson, Cfp® has interest in Family, Wife Kyra (Married 1994), Colton, 3 Kids, Caden And Cambrie.

What skills is Bobby Emerson, Cfp® known for?

Bobby Emerson, Cfp® has skills like Customer Service.

Who are Bobby Emerson, Cfp®'s colleagues?

Bobby Emerson, Cfp®'s colleagues are Surya Kiran C., Andrea Cwiklinski, Rajat Mohan, Melissa Wilson, Carl Fazio, Jr, Wayne Brotherton, Nicole Lolich.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.