Brian Bobby operates his independent Kingsview Partners practice in Falls Church, Virginia.

Originally from Centreville, Virginia, Brian grew up in a suburb of Washington, D.C., and currently resides in Aldie, Virginia. He graduated from the University of Georgia in 2008 with a degree in Management Information Systems and a minor in Finance, and began his career in technology consulting, working with both IBM and Accenture Federal Service.

Brian joined Edward Jones as a financial advisor in 2018 and moved to Kingsview Partners’ independent platform in 2022.

Understanding Goals

Brian works with the personal finances and investments of a special group of families and business owners, developing, implementing, monitoring and modifying their investment strategies to achieve long-term goals.

“It’s a collaborative effort,” says Brian. “I work closely with the client and a team of professionals to determine the most appropriate strategies. I believe it’s important to invest my time to understand what my clients are working toward before I provide investment guidance.”

The Rewards of Relationships

Brian categorizes the opportunity “to build close relationships and everlasting friendships with clients who become close friends.” as his professional motivation. “There’s a ‘family’ aspect to this business, and it’s a privilege to work alongside my clients every day as we plan for the future together.”

Whether the client’s most important goal is to retire comfortably, have a child finish their education debt-free, or take that trip they have always dreamed of, Brian stands ready to develop a unique strategy for each client’s needs.

His areas of focus include:

  • Retirement Income Strategies
  • Wealth Strategies
  • Education Planning

Personal Life

Brian met his wife Megan after college, and the couple has three boys: Brayden – 6, Landon – 4, and Ashton – 2. He enjoys traveling, live music, the outdoors, and spending time with family. He is also a you sports coach for flag football and baseball, and is a Georgia Bulldogs football fan.