Bobbie Freitag
- Role
- Financial Planner and Counselor (Staff) at EY
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
Experience
Financial Planner and Counselor (Staff)
Jul 2017 — Present · Tampa/St. Petersburg, FL, US
At EY, Bobbie utilizes her Series 65 license; serving as a Lead Planner & financial educator for multiple engagements within the Employee Financial Services (EFS) practice. The biggest of these engagements provides financial planning & tax services to approximately clients. On a daily basis, Bobbie works to support & assist peer planners within the practice to help maintain the success of the overall engagements. Bobbie serves to provide one-on-one, unbiased financial planning & benefit services to roughly 1 million clients. Periodically, Bobbie serves as a trainer for new planners entering the New Jersey & Tampa EY offices.
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