Bobby Scott, CFP® Partner Wealth

About Bobby Scott, CFP®

Bobby is passionate about providing the highest level of excellence and service in the process of helping people achieve their personal and financial goals. Additionally, he believes the process should be fun! He believes the way he succeeds is by listening.

Bobby lives in Iowa City, Iowa, with his wife, Maria, and five children Owen, Rya, Gibson, and Adia, (adopted from the Democratic Republic of Congo) and Dalton. Bobby enjoys spending time with his family, playing music, researching tech products, leading small groups at his church and a good glass of wine with friends. He is highly self-motivated and strives to reach goals while staying true to his values. He believes that building lasting relationships is key to having a successful life and career.

Contact this advisor

Ideal Clients

  • Baby Boomers
  • Business Executives
  • Medical Professionals
  • Ultra High Net worth

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options:

  • Quarterly Fee: $625+/qtr
  • AUM: 1.0%

SEC Records: