John Bobb Cfa, Chfc Email & Phone Number

Orlando, Florida Area

I manage investment portfolios for High and Ultra High Net Worth Individuals and Families as well as Foundations. I also manage these relationships. I am the lead Portfolio Manager on our Flagship Core Strategy and part of the team that manages our Dividend Strategy. I am part of the team that manages our investment processes and our asset allocation. I research outside managers to add diversification to our portfolios. I also help with various other aspects of our investment process and our trust and investment management software.

Fort Myers, Florida Area

I manage investment portfolios for High and Ultra High Net Worth Individuals and Families as well as Foundations. I also manage these relationships. I run our individual large-cap investment process and our asset allocation process leading our investment team.

Florida

I manage investment portfolios for High and Ultra High Net Worth Individuals and Families as well as Foundations. I managed most the largest relationships in SW Florida. I help manage the Quality Growth Strategy.