Bobby is a Certified Wealth Strategist ®, and joined IAP from Wells Fargo Advisors, where he had worked since 2010.
As a second-generation advisor, Bobby helps to build, manage, protect, and transition wealth for a select group of business owners, families, and institutions. Investors have trusted the Dalzell name to guide them financially for over half a century, and Bobby is committed to continuing that legacy of care for generations to come. He believes in using the time-honored classical foundations of investing and complementing them with the modern strategies available in the industry today.
Born and raised in Indianapolis, Bobby is a proud alumnus of Cathedral High School, Indiana University, and the Indiana Leadership Forum. He has served on the board of trustees for the Booth Tarkington Civic Theater since 2015. He owns and operates Prixmier, LLC, a Motorsports services business.