The Allman Bobbie Group

The Allman Bobbie Group

Raleigh Branch Office
Phone: (919) 789-5986
Toll Free: (877) 792-3238
Fax: (919) 789-5550
Email Us
Baird
3600 Glenwood Ave.
Suite 200
Raleigh, NC 27612
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We realize that how we treat our clients is just as important as the strategies we deliver. Our reputation as a trusted financial partner stems from the warmth and care with which treat each one of our clients. Our aim is to build long-term relationships based on mutual trust and respect.



John H. Allman
John H. Allman, CIMA, CPWA

Senior Vice President

toll free:(877) 792-3238
fax:(919) 789-5550
jallman@rwbaird.com

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Professional Details

  • SVP-Wealth Management Morgan Stanley Smith Barney 1991-2012
  • Certified Investment Management Analyst® designation 2013
  • Certified Private Wealth Advisor® designation 2014
  • Senior Investment Management Specialist, Smith Barney 2005
  • BS Aerospace Engineering State University of New York at Buffalo
  • Retired from the US Navy in 1999
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 3 - National Commodity Futures
  • Series 65 - Investment Advisory Agent
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life & Annuity Insurance Licensed
Upon earning his degree in Aerospace Engineering from the State University of New York at Buffalo, John planned life as a career Naval Aviator. He is no longer landing aircraft on aircraft carriers, but applies the thoroughness, attention to detail, and focus that marked his military career to his role as a Baird Advisor. In 1996, John and Frances Bobbie saw that clients would benefit from their partnership. John’s analytical skills and Frances’s communications skills combine to create extra value for clients. Their combined 58 years as investment advisors, and 20 years of working together bring extraordinary depth to the client’s experience with our firm. In 2013, John earned the certification of Certified Investment Management Analyst®. He added the title, Certified Private Wealth Advisor® (CPWA®) in 2014.

 

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®”, CPWA®, “Certified Investment Management Analyst®” and “Certified Private Wealth Advisor®”. Use of signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.





Frances D. Bobbie
Frances D. Bobbie, CFP, ADPA

Vice President

 

toll free:(877) 792-3238
fax:(919) 789-5550
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Professional Details

  • VP-Wealth Management, Morgan Stanley Smith Barney 1986-2012
  • College of Financial Planning, CFP®, Financial Planning 2009
  • Accredited Domestic Partner AdvisorSM designation, 2014
  • BA in Education from UNC - Chapel Hill 1979 Concentration in French
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 3 - National Commodity Futures
  • Series 65 - Investment Advisory Agent
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life & Annuities Insurance Licensed

Upon graduation from the University of North Carolina at Chapel Hill with a Bachelor of Arts in Education, Frances left North Carolina to seek her fortune. In New York City, she worked briefly for financial legend Julian Robertson in the early days of his hedge fund, Tiger Management. Learning that the investment business fascinated her, she joined Morgan Stanley in 1981. Her return to North Carolina led to a 26 year career with the firm that is now Morgan Stanley Smith Barney, 16 of those years in partnership with John Allman.


Having the desire to give back to her community, Frances currently serves on the Board of Learning Together, Inc., and serves on the Steering Committee of the Women’s Leadership Forum of the United Way of the Greater Triangle. She was a founding member of the Raleigh Professional Women’s Forum. She has enjoyed her roles in fundraising for various non-profit agencies over the past 27 years.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.

 

Accredited Domestic Partnership AdvisorSM or ADPA® are federally registered service marks of the College for Financial Planning and may not be used without the express written consent of the College.





Emily Finch
Emily Finch
Financial Advisor

tollfree:(877) 792-3238
fax:(919) 789-5550
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Professional Details
  • BA in Economics from Sewanee: The University of the South
  • Series 7 – General Securities Representative Examination
  • Series 66 – NASAA Uniform Combined State Law Examination
  • Life, Accident and Health, and Medicare Supplement/Long Term Care Insurance Licensed
After graduating from Sewanee: The University of the South with a Bachelor of Arts in Economics, Emily moved to Washington, DC where she worked for former-Congressman Howard Coble as his Executive Assistant. With a desire to pursue a career in finance, Emily joined Baird’s Financial Advisor Training Program in January 2015.

Outside of work, Emily volunteers as an Alumni Arcadian for Sewanee where she assists the admissions office with local college fairs and admitted students. She also volunteers at StepUp Ministries in Raleigh. In her free time, she enjoys tennis, golf and skiing.






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