Bob Drury
Director, Director of Investments
About Bob
Bob has been serving clients in financial markets for 20+ years to achieve wealth, the ability to do what you want, when you want. Listening, understanding and compassion are the points of departure for arriving at the client's goals.
His experience voyaging complex markets taught him that integrity and transparency should be at the helm of his process. His approach centers on fostering trust through clear communication and ensuring financial well-being. These values have been reinforced through the curricula of Appalachian State University, Certified Financial Planner, Chartered Financial Analyst and Chartered Alternative Investment Analyst programs.
Bob’s communication degree and financial background provide him the ability to dive deeply into complex financial subjects and communicate potential impact in relatable terms.
Bob is married with two daughters, 3 dogs, and an axolotl. When he's not helping clients, you'll find him outdoors, hiking, jogging, or exploring new places with his family – whether it's a road trip, a trip abroad, or just a weekend of glamping. He also loves spending time in Boone and the high country.
Contact
No matter your stage of life, if you're looking for a fiduciary that will put your interests above all else, we may be a fit. We value simplicity, transparency and serving our clients in the highest capacity. We would like to have a conversation with you.
