Baird Wealth Management

Baird Wealth Management - Frances Bobbie, CFP®, ADPA®Baird Wealth Management
Frances Bobbie, CFP®, ADPA®
Emily Finch
3600 Glenwood Avenue Suite 200, Raleigh NC 27612
efinch@rwbaird.com
919-789-5988


Frances Bobbie
Emily Finch

The Allman Bobbie Group at Baird is a trusted financial partner for high net worth individuals and families. Frances Bobbie is a CERTIFIED FINANCIAL PLANNERTM professional and Accredited Domestic Partner AdvisorSM designee, and our areas of focus include retirement planning, tax planning, wealth transfer, charitable giving, cash flow planning, wealth protection, and portfolio management.

Every client’s financial goals, situation, and personal investment preferences are unique. As your Financial Advisor, our most important job is to truly understand who you are and what you want your assets to accomplish for you. To ensure that we can be a long-term financial partner, we always provide a complimentary Second Opinion on your financial situation. There are three possible outcomes from this service:

  1. We reassure you that you are doing the right thing, and we do not make a recommendation to change.
  2. We see areas of improvement and recommend that we move forward working together.
  3. We see areas of improvement, but we are not the right fit for you. We will point you in the right direction.

For a complimentary review, please contact Frances Bobbie or Emily Finch.

Frances Bobbie, CFP®, ADPA®
919-789-5989
fbobbie@rwbaird.com

Emily Finch
919-789-5988
efinch@rwbaird.com