Robert "Bobby" Burks
With over 2 decades of financial planning and investment advice experience, Robert “Bobby” Burks brings his passion every day to help families pursue and achieve their short- and long-term financial goals. Through a disciplined process of listening to and understanding each client’s unique goals and objectives, he utilizes the extensive resources available through his team at Green Financial Group and Raymond James to create an achievable and proactive financial strategy. Throughout his career, Bobby has maintained a passion for sharing his understanding of financial markets and assisting clients with making smart decisions in managing their wealth. An industry veteran, Bobby has spent the majority of his career providing investment solutions and planning advice for individuals and families. He began his career in 1997 with Invesco before beginning to provide investment advice in 2000 at Morgan Stanley. He later joined Bank of America Investments. He then spent 13 years at JP Morgan as a Private Client Advisor before settling in at Raymond James in 2018. Bobby attended the University of Houston where he majored in Marketing. Bobby moved to Houston as a young child in the early 1970’s. As a proud Houstonian, he resides in Sugar Land with his wife Katie and their two daughters. Bobby has volunteered a lot of his time over the years coaching youth sports. He currently enjoys traveling, select softball with his daughter, family time and, when time allows, the occasional round of golf.