                




Gulf Winds
Federal Credit Union
Phone: (850) 479.9601 Toll Free (800) 650.6328
Branches & Hours |
 |

Financial Advisor
Bob Alft, Financial Advisor
Raymond James Financial Services
220 E. Nine Mile Road
Pensacola, FL 32534
Phone: (850) 479.7190
Cell (850) 572.1430
bob.alft@gwfcu.org
Mon. - Fri. 9 a.m. - 5 p.m.
or by appointment
|
Personal Financial Services
Retirement Planning
Education Planning
Wealth Preservation
Asset Allocation Advice
Beneficiary Planning
Guardianship Accounts
Trust Accounts
Private Investments
Equities: Stocks, Mutual Funds, UITs, Wrap Accounts
Fixed Income: Bonds, CDs, Government Bonds, Municipals
Individual Retirement Accounts
401(k) & DROP rollovers
Traditional & Roth IRA
Business Retirement Plans
Simple IRA
SEP IRA
401(k), 403(b) & Profit Sharing Plans
Defined Benefit Plans
Risk Management
Life and Long Term Care Insurance
Portfolio Analysis
Trust Services
Offered through Raymond James Trust Company
|
Robert (Bob) Alft is a Raymond James financial advisor with Gulf Winds Federal Credit Union. With over 12 years of experience, Bob specializes in comprehensive financial planning, a consultative process which encompasses all aspects of financial life from investment and retirement planning, insurance and risk planning, to estate and tax planning.
Before joining the US Navy, Bob graduated from the University of Wisconsin with a B.B.A. degree. He then served 20 years in the US Navy as a helicopter pilot, retiring with the rank of Lt. Commander from Whiting Field. After retiring from the Navy, Bob served as a financial advisor with other local financial institutions prior to joining Gulf Winds and Raymond James.
Bob lives in Pensacola with his wife, Stephany, and five children. He is heavily involved with Habitat for Humanity, donating his time to build homes for needy families. In his leisure time, Bob and his family enjoy fishing and camping.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, an independent broker/dealer. Securities are Not NCUA insured, Not Guaranteed by Gulf Winds Federal Credit Union, subject to risk, and may lose value.
|