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Diversification and hard wok pay off for you!
You've reached your level of success by constantly adapting to the marketplace and seeing opportunities others might have missed. Go beyond the usual "stocks and bonds"...
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Make the most out of your investments.
Stocks, income vehicles, real estate, municipals, U.S.A Government securitiies, and more!
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Nobody's needs are exactly yours.
What needs can you see down the road? Kids going to college? Weddings? Aging parents? Business opportunities?
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Robert (Bobby) Jamison obtained his CPA Certificate in 1978. He earned a Masters Degree in Professional Accounting from Georgia State University in Atlanta that same year. Early in his career, Bobby changed his focus from traditional CPA services to pursue a lifelong interest in Money Management. This has become his primary focus for the past nineteen years. Bobby earned the designation of Certified Financial Planner (CFP) in 1987.
Bobby manages over $100,000,000 in assets for his clients. The portfolio investments include individual stocks, mutual funds, real estate investment trusts and fixed income securities. All of the assets under his management are invested in the clients name through Charles Schwab, the largest discount brokerage firm in the world. Bobby’s extensive background in taxation and accounting gives him a unique approach to investments from an overall tax perspective.
Credentials include:
- BS in Industrial Management, Georgia Tech, 1975
- Masters of Professional Accounting, Georgia State University, 1978
- Certified Public Accountant, 1978
- Certified Financial Planner, 1987
Contact at bjamison@dfplanning.com
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