Robert Bagby

Background

About Robert Bagby

In my 25 years of experience as a financial advisor, I've learned that the Golden Rule is the only way to do business. I work closely with each of my clients to understand their unique situations and help them customize investment strategies that reflect their specific financial needs. In addition to being a First Vice President – Investments, I am a CERTIFIED FINANCIAL PLANNER® professional. This certification is earned after meeting educational and experience requirements as well as passing an exam covering areas such as asset allocation, estate planning strategies, life insurance, and retirement planning. Please contact me if you would like more information about how I can help you meet your financial goals, including: • Saving for retirement • Preparing for your children's (or grandchildren's) education • Preserving your wealth • Planning your legacy Away from work, you’ll find me in the great outdoors with my two rescue dogs. This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, and WI only. CA Insurance License Number: 0N15611 Resident State: MO Please contact me by e-mail rob.bagby@wfadvisors.com or by Phone Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social