Robert Kirby

Financial Advisor

Phone: 800-633-4613
Fax: 770-392-8740
Mobile Phone: 727-822-9616
E-mail:

Bob Kirby helps people in their efforts to achieve, maintain and protect their desired lifestyle. He provides comprehensive investment management on a fee or commission basis, depending on what’s most suitable for the client. Included in this investment management is a careful analysis of his client’s current and expected financial situation, major goals, tax status and risk tolerance, in order to construct a good portfolio allocation. Bob is particularly skilled at helping his clients achieve their retirement income goals, both currently and in the future. He also provides advice, and where necessary, products such as insurance and annuities to help protect his clients against life’s uncertainties.

Bob served in the United States Army as a captain and helicopter pilot from 1967 to 1972. He saw duty as an aircraft commander in Vietnam in 1968-1969. After leaving the military, he went to Louisiana State University, and graduated with a B. S. in business in 1973. He then attended Harvard Business School where he received his M.B.A. degree in 1975. After serving as a bank commercial loan officer, and then president of a federal savings and loan, Bob entered the financial services industry in 1978 providing business consulting and tax planning and preparation services. He has been securities and insurance licensed since 1985, and before affiliating with American Wealth Management, worked for Prudential Securities and Raymond James Financial Services.

One of Bob’s key operating principles is free and open communication with his current and prospective clients, so feel free to contact him at any time if he may be of service.