Bobby Lessentine, Financial Advisor
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Insurance & Annuities

About Bobby

I am a CERTIFIED FINANCIAL PLANNER® professional who advises great families, executives and business owners with complex issues as they grow, protect and pass on their wealth. But, to tell you what I do and with whom I work is only telling you a part of my story; let me share MY WHY and tell you what I believe.

I am here to help the people I love achieve their potential — whether that's helping my clients reach their goals, raising my children, serving community organizations or coaching youth soccer. I believe that kindness is everything, everyone is to be valued...

Work History

  • Edward JonesFebruary 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Rhodes CollegeBachelors

Personal Interests

  • Golfing
  • Coaching Sports
  • Soccer
  • Spending Time with Family
  • Art & Theater

Team Members

  • Mollie Moessner
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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