Bobby Stoddard is a senior private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Montgomery, Alabama.
As an experienced wealth advisor to individuals, families, and businesses, Bobby uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Bobby and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Bobby joined the company in 1991 and has more than 30 years of experience in the financial services industry. He served for 26 years as managing director of the Montgomery office. Prior to joining Ronald Blue Trust, Bobby was a vice president of finance for T.H. Taylor, Inc., a general contracting company in Montgomery, Alabama. In addition, he also worked in the audit and tax departments of Hill, Flurry & Co., a Montgomery CPA firm. Bobby is a graduate of Auburn University.
He and his wife, Jane, have three grown children and live in Montgomery, Alabama.
"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."
Jim & Norma W.Lake Elsinore, CA
"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."
Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity
"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."
President & CEO of a large privately owned companyDagsboro, DE
https://www.ronblue.com/wp-content/uploads/2022/01/MLK_2022_1.jpg315434Shea Kastehttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngShea Kaste2022-01-17 09:00:082022-01-14 14:21:13Making Change Through Love
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