Bob Bracey
PARTNER, CPFA®, NQPC™
Bob Bracey is a native Floridian and long-time resident of the Jacksonville Beaches area, and graduated with honors from the University of Florida College of Engineering. Mr. Bracey’s background includes 20 years experience in technology and business operations through successful roles in founding startup ventures, along with executive and senior management roles at Fortune 500 companies.
Through his background in vertical industries such as Healthcare, Finance, Banking, and Insurance, Mr. Bracey brings a deep understanding of the insurance and wealth planning issues facing successful executives, independent professionals, and business owners.
Since co-founding Postillion Wealth Management in 2008, he has been committed to helping select individuals and families effectively manage the financial domain of their lives to help achieve their short & long term life goals, pursue financial security, and experience the satisfaction that comes with developing and executing a sound financial strategy. He consults with business owners to help them implement plans for optimal tax and retirement savings strategies, benefiting themselves and mission critical employees.
Mr. Bracey is a Series-7 General Securities Registered Representative, is registered with IFP Securities (Series-66), is a licensed Florida Life Insurance / Annuity agent, and holds the CPFA® and NQPC™ designations.