Bob Shimmin

Financial Advisor

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Let me help you prepare for your financial future.

About Bob

When it comes to addressing your challenges and goals, working with a financial professional is a critical decision. The foundation of my philosophy is based on helping you realize your financial goals and helping you protect those who depend on you. I'll strive to maintain a strong relationship with you through different life stages. Together we'll review your needs and goals and make adjustments as necessary. And I will provide you with insurance rates and other information on your various options, so we can determine together the most successful solutions to your financial challenges.

I'm Most Proud Of: The diversity of my clients is a testament to my core belief that treating each person with respect and taking the time to understand your goals is the foundation for success.

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Protecting Small Businesses

As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Experience

Owner & Principal Consultant

Concessions Guru, LLC

February 2014 - January 2016 | Dallas, TX

Food and beverage consulting and management services for entertainment venues. Expertise in menu optimization, procurement, branding strategies, employee incentives, and customer loyalty. Utilizing a 360-degree approach to the evaluation of existing operations and the development of new facilities.

Vice President - Food, Beverage & Amusements

Cinemark Theatres

September 2006 - September 2013 | Plano, TX

As vice president of a Fortune 1000 company, I was responsible for all aspects of the Food & Beverage operating unit with annual revenue of $546 million (FY 2012) representing strong growth from $297 million in 2006 when I joined the company.

The Prudential Difference

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  • Variable Annuities: TX
    Securities License: AZ, CA, FL, GA, LA, MD, OK, TX, WA
    Variable Life Insurance: (TX License #2064307)
    Fixed Annuities: (TX License #2064307)
    Life Insurance: (TX License #2064307)

Bob Shimmin offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Bob Shimmin offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-201-6690

Check the background of this investment professional on FINRA’s BrokerCheck.