Bob Bartley

Bob Bartley is Internal Sales Support and assists our Senior Business Coaches with product research and illustration/case design. 

With over 13 years of experience in consultative sales, Bob uses his extensive financial services and sales background as a former Financial Advisor with Morgan Stanley and Medical Device operating room sales representative to provide top-notch resources that help agents increase their annuity and life insurance sales. Bob has held FINRA Series 7, 63, 65 and NFA Series 31 licenses and completed MBA coursework at the University of Notre Dame Mendoza College of Business in addition to holding dual Bachelor’s degrees (Zoology and Psychology with a Neuroscience Minor) from Miami University in Oxford, OH.

Contact Bob at 800-201-0224, ext. 321 (direct line: 281-528-1561) or at