Bobby Emerson, Cfp®
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Bobby Emerson, Cfp® Email & Phone Number

Financial Advisor , Managing Director at Ameriprise Financial Services, LLC
Location: Greater Orlando, United States, United States 4 work roles 3 schools
1 work email found @ameriprise.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@ameriprise.com
LinkedIn Profile matched
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Role
Financial Advisor , Managing Director
Location
Greater Orlando, United States, United States
Company size

Who is Bobby Emerson, Cfp®? Overview

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Quick answer

Bobby Emerson, Cfp® is listed as Financial Advisor , Managing Director at Ameriprise Financial Services, LLC, a company with 2 employees, based in Greater Orlando, United States, United States. AeroLeads shows a work email signal at ameriprise.com and a matched LinkedIn profile for Bobby Emerson, Cfp®.

Bobby Emerson, Cfp® previously worked as Wealth Advisor and Portfolio Manager at Morgan Stanley and Financial Advisor at Merrill Lynch. Bobby Emerson, Cfp® holds Bs, Business Administration from Samford University.

Company email context

Email format at Ameriprise Financial Services, LLC

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*@ameriprise.com
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AeroLeads found 1 current-domain work email signal for Bobby Emerson, Cfp®. Compare company email patterns before reaching out.

Profile bio

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

Listed skills include Customer Service.

Current workplace

Bobby Emerson, Cfp®'s current company

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Ameriprise Financial Services, LLC
Ameriprise Financial Services, Llc
Financial Advisor , Managing Director
Orlando, FL, US
Website
Employees
2
AeroLeads page
4 roles

Bobby Emerson, Cfp® work experience

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

Wealth Advisor And Portfolio Manager

Morgan Stanley

© 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.

Jan 2009 - Jul 2017
Team & coworkers

Colleagues at Ameriprise Financial Services, LLC

Other employees you can reach at ameriprise.com. View company contacts for 2 employees →

3 education records

Bobby Emerson, Cfp® education

Bs, Business Administration

Samford University

Activities and Societies: Football 1990-1994, Pi Kappa Alpha

Education record

Minor High School

School Of Financial Planning

University Of Central Florida
FAQ

Frequently asked questions about Bobby Emerson, Cfp®

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

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 Ameriprise Financial Services, LLC?

Bobby Emerson, Cfp® is listed as Financial Advisor , Managing Director at Ameriprise Financial Services, LLC.

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

AeroLeads has found 1 work email signal at @ameriprise.com for Bobby Emerson, Cfp® at Ameriprise Financial Services, LLC.

Where is Bobby Emerson, Cfp® based?

Bobby Emerson, Cfp® is based in Greater Orlando, United States, United States while working with Ameriprise Financial Services, LLC.

What companies has Bobby Emerson, Cfp® worked for?

Bobby Emerson, Cfp® has worked for Ameriprise Financial Services, Llc, Morgan Stanley, and Merrill Lynch.

Who are Bobby Emerson, Cfp®'s colleagues at Ameriprise Financial Services, LLC?

Bobby Emerson, Cfp®'s colleagues at Ameriprise Financial Services, LLC include Jasmine Carrasco, Darren Zheng, Pamela Peterson, Carrie Plack, and Lori Bateman.

How can I contact Bobby Emerson, Cfp®?

You can use AeroLeads to view verified contact signals for Bobby Emerson, Cfp® at Ameriprise Financial Services, LLC, including work email, phone, and LinkedIn data when available.

What schools did Bobby Emerson, Cfp® attend?

Bobby Emerson, Cfp® holds Bs, Business Administration from Samford University.

What skills is Bobby Emerson, Cfp® known for?

Bobby Emerson, Cfp® is listed with skills including Customer Service.

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