Our Qualifications

Our Investment Advisor Representative Bob Arnold has been working with individuals and businesses in the tri-states area for 33+ years.

Bob has extensive personal and professional experience which includes his financial expertise as well as ownership in 3 other Dothan, Alabama businesses.  He holds various professional designations, and is qualified and licensed to sell a variety of investment and insurance products.  He has been active in the Alabama Independent Insurance Agents Association for 20 years serving in numerous capacities including chairman of the education committee for 10 years and instructing numerous property & casualty courses throughout the state of Alabama.  Bob received the CIC (Certified Insurance Counselor) Designation in 1983 and passed Series 65 Exams in July 2007.

He is dedicated to developing lasting relationships with all his clients. We believe in helping you assess your financial goals and participate in the management of your finances.  One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.