CFP®, AIF®, Series 7 Securities Registration,1 Series 63 & 65 Advisory Registrations,† Life Insurance & Health Insurance Licenses
Bobby specializes in comprehensive financial planning for individuals and families, and provides business owners guidance on the design, evaluation and management of qualified retirement plans. His objective is to help clients simplify all aspects of their financial life, ensuring they are prepared for life’s planned and unplanned events. Outside of work, Bobby is an avid concertgoer and enjoys spending time with family and friends. He has also served as an ambassador for the Juvenile Diabetes Research Foundation. He resides in Ellicott City, MD with his wife Emily and their two children Mackenzie and Robert.
- BA, Washington College
- CERTIFIED FINANCIAL PLANNER® Professional
- Accredited Investment Fiduciary®
- Five Star Wealth Manager (2019)*
The Hewitt Financial Advisory team is located teams in our Fulton, MD office.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.* Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2019 FIVE STAR Wealth Managers.