Darren Bobley's wealth management and financial services career has spanned several decades and a number of major financial firms. As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional, Darren is well qualified to help guide others through the entire financial planning process.
Darren serves a wide range of clients including affluent individuals and families, business executives, company owners and professionals such as attorneys and CPAs. Because Darren understands finance in today’s increasingly globalized economy can be intimidating, he educates each client about how they can best position themselves to help maximize return while minimizing risk. In doing so, Darren engages in regular dialogue with his clients and is proud of how the collaborative solutions can help pursue the desired results.
Community Involvement and Support
- Center for Houston’s Future, Business/Civic Leadership Forum
- Inspire Film Festival
- The Woodlands Symphony Orchestra, Board Member
- The Woodlands Waterway Arts Council
Education and Certifications
- The American Film Institute, MFA Screenwriting
- New York University, BFA
- CERTIFIED FINANCIAL PLANNER™ professional
- Series 7, 31 and 63 Securities Licenses
- Texas Life and Health Insurance Licenses
Professional Experience and Recognition
- Oppenheimer & Co., Inc.
- Morgan Stanley
- Merrill Lynch
- Citigroup Inc.
- Lehman Brothers, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.