Bobby joined Freestone Capital Management as a Client Advisor in 2017. He works closely with his clients to understand their financial objectives, then provides tangible goals to alleviate the obstacles that arise with significant wealth. Together with his client’s CPAs and attorneys, Bobby creates a seamless and holistic approach to wealth management. Prior to Freestone, Bobby was a Wealth Management Advisor at Merrill Lynch assisting high net worth families and individuals with their financial planning and investment needs.
Bobby earned his MBA and his BA in business administration and finance with a minor in economics from Eastern Washington University. He also holds the Certified Financial Planner (CFP®) designation.
Bobby played Division I football at Eastern Washington University and enjoys keeping active through golf and basketball. He is passionate about giving back to his community and is on the Board of Directors as acting Treasurer at Cancer Lifeline and Sports in Schools. He also serves on the Finance Committee at Kennedy Catholic High School and is a member of the Seattle Philanthropic Advisors Network and Northwest Family Business Advisors.
In his spare time, Bobby enjoys spending time with his wife and two boys.
701 Fifth Avenue, 74th Floor
Seattle, Washington 98104
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