An essential member of the Legacy Bridge team, Bobbie Areges brings more than 28 years of wealth management and trust administration knowledge to our client families. She focuses on developing strong relationships that enable her to understand each family’s needs and supporting clients as they achieve their dreams.
Bobbie gained experience as an Investment & Fiduciary Services Associate with Wells Fargo before joining the Legacy Bridge team in 2016. Throughout her career, Bobbie has provided support to investment and fiduciary specialists by nurturing client relationships, preparing customized reports, researching information, coordinating and organizing confidential documents, ensuring document compliance and more.
A registered Paraplanner, Bobbie began her career at Wells Fargo after attending Personal Trust School at the Cannon Financial Institute in Athens, GA. She also completed undergraduate coursework at the American Institute of Banking in Des Moines, IA, and attended Simpson College in Indianola, IA.
Beyond working as a team with client families, Bobbie is her son’s biggest cheerleader as he takes the soccer field each week. Never one to sit on the sidelines, however, Bobbie is also a certified group fitness instructor. She believes keeping physically fit is as important as staying financially fit.
“We’re professional, of course—but we’re also people. We personally connect with our client families and it makes all the difference.”