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Bobby Foster

Bobby Foster

Bobby Neil Foster, CFP®

Financial Advisor Partner

bnfwm.com

Bobby is a Financial Advisor and CFP® at Legacy Private Wealth Partners. He is dedicated to helping families and business owners build, preserve, and transfer wealth. He prides himself on providing transparent and ethical guidance customized to the unique investment decisions his clients are facing.

Before joining the Legacy team, Bobby worked with Principal Financial Securities and Wachovia Securities. Bobby holds a bachelor’s degree in education from Texas A&M University.

When he’s not working, he enjoys gardening and landscaping, cooking great food for friends and family, and a really good cup of coffee.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.