Robert Leger

Bob brings his clients over 40 years of experience and a wealth of expertise in many areas including; customized individual financial plans, investment management, executive benefit and business succession plans, education funding, retirement and estate planning. Bob works with a diverse clientele which includes affluent individuals and families, business owners and executives, professionals and retirees. Bob is a Series 7 General Securities Registered Representative of Woodbury Financial Services, Inc.,  a  Registered Broker Dealer. He is also an Investment Advisor Representative of Woodbury Financial Services, Inc., a Registered Investment Advisor firm. Being dually registered, he always places the needs and best interests of his clients first, without regard to compensation when acting as either a Registered Representative or an Investment Advisor Representative. Bob is a licensed insurance agent for life, health, disability income, and variable contracts in Alabama, Arkansas, Kentucky, Mississippi, North Carolina and Tennessee. Bob is a member of the National Association of Insurance and Financial Advisors as well as the Financial Planning Association of Greater Memphis.