Bobby Abendroth Email & Phone Number
Wealth Advisor @ Winthrop Wealth
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Bobby Abendroth Location
- Boston, MA, US
Bobby Abendroth Work
- 2026 -now Wealth Advisor @
- 2016 -2026 Financial Advisor @ Eagle Strategies LLC
- 2014 -2026 Financial Services Professional and Licensed Agent @
- 2012 -2014 Internal Risk Senior @
- 2007 -2012 Risk Assurance Associate and Senior Associate @
Bobby Abendroth Education
- Bentley University - McCallum Graduate School of Business
MSA (Accounting)
2005-2007 - Colby College
Bachelor of Arts (B.A.) (2002-2006 Varisty Mens Soccer)
2002-2006 - Buckingham Brown & Nichols
(1998-2002 Varsity Boys Soccer)
Bobby Abendroth Skills
- College Education Planning
- Estate Planning
- Whole Life Insurance
- Accounting
- Fixed Annuities
- College Education
- Wealth Preservation Planning
- Insurance
- Wealth Transfer
- Retirement Planning
- Sales
- Education Funding
- Investments
- Variable Annuities
- Wealth Preservation
- Strategic Planning
- Financial Services
- Risk Management
- Microsoft Excel
- Customer Service
- Wealth Transfer Strategies
- Small Business
- Management
- 401k Rollovers
- Retirement
- Education Funding Strategies
- Annuity Sales
- 401 Rollovers
Bobby Abendroth Summary
- Bobby Abendroth, based in Boston, MA, US, is currently a Wealth Advisor at Winthrop Wealth. Bobby Abendroth brings experience from previous roles at Eagle Strategies LLC, New York Life Insurance Company URL, Eaton Vance and PwC. Bobby Abendroth holds a 2005 - 2007 MSA in Accounting @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes College Education Planning, Estate Planning, Whole Life Insurance, Accounting, Fixed Annuities and more. Bobby Abendroth has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Bobby Abendroth
Bobby Abendroth
Wealth Advisor
Boston, MA, US
Top Winthrop Wealth Employees
Bobby Abendroth
Wealth Advisor
Boston, MA, US
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Alan Slaughter
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Brookline, MA, US
Mark Winthrop
President, Founding Partner, Wealth Advisor
Massachusetts, United States
Richard st. Onge
Chief Compliance Officer, Wealth Advisor
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Max Winthrop
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Boston, MA, US
Robert Zola
Financial Planner and Wealth Advisor - New York
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Francesca Lanza
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Kelsey Dieudonne
Operations Associate II
Boston, MA, US
Daniel Castle
Director, Advanced Planning
Boston, MA, US
Jonathan Hunter
Wealth Advisor
Boston, MA, US
Patrick Ryan
Operations Associate II
Beverly, MA, US
Cavan Lamontagne
Senior Client Service Associate
Boston, MA, US
Scott Cohen
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Framingham, MA, US
Joseph Anastasi
Investment Operations Analyst
Needham, MA, US
Sean Winthrop
Client Services Associate
Denver, CO, US
David Moretsky
Affiliate Partner
Bellevue, WA, US
Kellie Dilworth
Operations Team Lead
Quincy, MA, US
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