Bobby Angel in

Bobby Angel

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Associate General Agent/Partner at Strategies for Wealth
📍 New York City Metropolitan Area, United States

Bobby Angel is a Senior Vice President and Partner at Strategies for Wealth, where he leads the firm’s recruitment and mentorship for new financial advisors. With a protection-first philosophy, he leverages his background, including a BA from the University of Michigan and an MS from New York University, to build strong client relationships.

Outside of work, Bobby is passionate about sports, travel, and literature. A former New Media Assistant for the New York Knicks, he remains an avid fan. He is a family man, married to his wife Selene with whom he has two children, Jade and Dylan.

His favorite relationship is with his family, though he jokes that a Knicks championship would be a close second.

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Experience
21 Years
Current Role
Associate General Agent/Partner
Location
New York City Metropolitan Area, United States
Personality Overview

How Bobby shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Bobby cares about

Advisor Development
He leads his firm's recruitment initiatives and personally works with new financial advisors to develop a positive mindset and smart business habits.
Firm Culture
He is very proud of his firm's collaborative, people-first mentality and often highlights the importance of its culture.
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Career

Work history

1-2023
Associate General Agent/Partner
Strategies for Wealth
1-2009 - 6-2024
Managing Director and Financial Representative
Strategies for Wealth
2006 - 2007
New Media Assistant
New York Knicks
2000 - 2001
Associate
Network of City Business Journals
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1993 - 1997
BA
University of Michigan
2005 - 2008
MS
New York University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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