Bob Drury CFA®, CFP®
Bob manages Alphastar’s Financial Planning Desk and is responsible for supporting advisors by creating comprehensive financial plans based on advisor’s specifications and financial planning software. After constructing a plan, Bob works directly with the advisor to discuss the case, make necessary alterations, and as a point of sale resource for the presentation. Bob is a resource for enhancing relationships, building confidence, supplying credibility, and ultimately, better servicing clients.
Bob has a Bachelor of Science in Communications, with an International Business minor from Appalachian State University. He obtained his Chartered Financial Analyst designation in 2018 and the Certified Financial Planner designation in 2008. He has extensive experience in the investment industry including positions at Vanguard as a Financial Planner, on LPL’s bond desk, as a Research Allocation Analyst with Linden Thomas & Co, and as an Annuity principal for MetLife. Prior to his finance career, Bob worked as a news reporter which further developed his communications skills. These skills have been utilized through a variety of education initiatives and presentations as part of the Financial Planning Desk.