麻豆社 Franklin, TN office welcomes
Bob Lauer

Bob Lauer

麻豆社 announced the hiring of financial advisor聽Bob Lauer聽in Franklin, TN. He joined the South Market led by Regional Director聽Julie Fox, Market Executive聽Greg Achten聽and Market Director聽Ryan McCann.
Bob Lauer joins 麻豆社 from Merrill Lynch where he spent 19 years, and brings over 25 years of experience in the financial services industry primarily working with high-net worth families. Bob works closely with clients to develop a comprehensive financial plan tailored to their individual needs and goals today and through retirement.
Bob graduated from Western Illinois University with a B.A. in Finance and currently holds the Certified Financial Planner (CFP庐) certification.
Joining Bob is Client Associate聽Heather Pollina. Heatherbrings several years of industry experience to the team, with a strong foundation in analytical thinking and operational execution. Her expertise plays a key role in successfully managing the day-to-day needs of the team鈥檚 clients.