Robert Moses Email & Phone Number

Bob has over 25+ years of experience in the financial services industry, specializing in investments, insurance, and wholistic planning. Bob’s clientele consists of those who genuinely appreciate his hands-on approach to business, trusting his vast product and industry knowledge. He has guided his clients successfully through 2 equity bear markets, a credit implosion and an ongoing global pandemic. With the degree of confidence and commitment Bob builds with his clientele, the bonds often become deep, meaningful, long-term, and multi-generational.Holding securities and life insurance licenses in numerous states, Bob is able to meet the broad scope of his clients’ needs from start to finish. Bob is a 1983 graduate of Miami University in Oxford, Ohio with a Bachelor of Science in Manufacturing Engineering. He is a Michigan native and spent some time in Florida before choosing Atlanta as his home. Outside of work he enjoys outdoor endeavors spending time in the North Georgia mountains or any beach. Pursuits include mountain biking, hiking, camping, golf, and flying. In his spare time he is an avid Cross Fitter and enjoys a healthy lifestyle.

Listed skills include Compliance, Planning, and Strategic Planning.