In 2001 Bobby Gentry created Gentry Financial Services in Virginia Beach, VA to unselfishly and wisely assist investors through the maze of their financial life. Bobby has always focused on his career as a trusted and experienced financial professional providing his clients with investment advice; life, disability, long term insurance, estate planning and comprehensive financial and retirement planning.
Bobby offers his clients a variety of investment strategies. These strategies can reduce the volatility in their portfolios and take advantage of current market conditions both domestic and international. He can also offer a variety of different income strategies. Bobby Gentry assists clients primarily on the Outer Banks of NC and the Hampton Roads area of VA.
CRPC® and RFC® Credentials
In 2010 Bobby Gentry earned the CRPC®, Chartered Retirement Planning Counselor, designation through the College for Financial Planning . This designation prepared him to understand the changing needs of retirees and the unique challenges they face, particularly in seeking guaranteed sources of income throughout their retirement.
The designation is the result of studying a series of retirement planning topics, followed by a thorough examination administered by the College for Financial Planning, which has been educating the nation’s top financial advisors since 1972.
Bobby Gentry received his RFC® in 1997. This professional designation is awarded by the IARFC to financial advisors who meet high standards of education, experience, and integrity. See the Code of Ethics for Registered Financial Consultants.
"I continue my quest for new ways to serve clients through investment, insurance, and financial planning choices that fit their individual circumstances. I know that there is no cookie cutter solution and every client receives my undivided attention to detail."
Bobby Gentry is a member of the First Flight Rotary Club and currently serves as a Past President and is a Paul Harris Fellow. Through Rotary he helps to raise money for many charities and worthwhile activities. For the last twelve years they have hosted their annual Oink and Oyster Roast during the Columbus Day weekend in the fall. All of the money the club raises is used to benefit the Outer Banks Community.
Currently, he serves and has served on several Town of Nags Head committees including the Dangerous Animal Appeal Board, Board of Adjustments and Citizens Advisory. He is an Elder at the Outer Banks Presbyterian Church and serves on their Evangelism Committee.
Bobby Gentry grew up in Virginia Beach, VA competing in high school and recreation sports: baseball, softball, speed skating, martial arts, wrestling, football, and surfing, which continues today. Two words can describe this part of my life: "disciplined" and "competitive" – qualities which color everything I do.
Bobby and his wife Susi decided to move to Nags Head, NC in 2007 after Susi suffered a career ending automobile accident. They still spend a lot of time in Virginia Beach for business and to visit their two daughters, sons in law and four wonderful grandchildren. Bobby is an amateur photographer who enjoys photographing the Outer Banks, especially sunrises, surf and beach scenes.
If What You Have Been Doing Hasn't Been Working . . .
Imagine . . .
The difference in your life from a financial strategy based on what is truly and sincerely important to you and your family,
What your life would be like if your investments and insurance worked in harmony to help you address your needs and achieve your desires, and
How much more confidence you would have in your future with an investment strategy that stands up in good times and bad.
Yesterday's thinking does not work in today's turbulent economic climate.
Discover thinking for now and your future by taking a few minutes to watch the interactive "Sailing and Rowing" video. It describes our approach to preserving the assets you have along with the potential for achieving growth through uncertain markets.
Five Key Principles For Navigating
Through Calm or Choppy Economic Waters
Principle #1 - Attending to each client as a unique individual and planning around his or her investment experiences, special qualities, and deep desires.
Principle #2 - Planning for change both as personal situations change and also as the economic climate changes.
Principle #3 - Calling on the strategies and tactics that can help clients glide through calm waters and, when appropriate – strategic financial planning strategies that help them steer through churning economic seas.
Principle #4 - For financial stability drawing on multiple approaches to asset allocation because no one approach suits all situations.
Principle #5 - Not letting emotions get in the way of interpreting advice.
Jason Kundis is a Registered Representative, Registered Principal. and an Investment Advisory Representative of Lincoln Financial Securities, Member SIPC. He provides assistance to Gentry Financial Services working with individuals on a wide range of financial services. He is an advisor with the full capability to provide objective advice to clients.
Jason E. Kundis is a Registered Representative and Registered Principal of and offers Securities and Advisory Services through Lincoln Financial Securities Corporation, Member SIPC to residents of CO, FL, NC, OH, PA, SC, TX, VA, CA, CT, GA & WV, and advisory services to residents of VA. Lincoln Financial Securities Corporation and Gentry Financial Services are not affiliated.