Bobby Gomez, CIMA®

Bobby Gomez is a seasoned financial services professional with over 20 years of experience in investment management, advisory, and relationship-building. Since joining RBC Rochdale in 2025, she has leveraged her deep industry knowledge to cultivate partnerships with financial advisors, CPAs, attorneys, and their clients across the Pacific Northwest, Texas, Oklahoma and New Mexico regions.

Prior to RBC, Bobby held leadership roles, including Head of Investment Specialists at Kestra Investment Management. Her strategic vision and collaborative approach helped exceed asset-under-management (AUM) targets for three consecutive years and created advisor-centric initiatives, such as tailored marketing plans, efficient operational processes, and facilitating feedback-driven product enhancements.

She served as Vice President, Head of Product Specialists at Goldman Sachs Personal Financial Management, where she led a team to streamline investment strategies, compliance, and advisor support. Her advisor centric and relationship management skills were cultivated during her time at American Beacon Funds, Fidelity, and J.P. Morgan Private Bank, where she built high-value pipelines, strengthened advisor relationships, and delivered impactful financial solutions.

A graduate of DePaul University with a Bachelor of Science in Marketing, Bobby holds FINRA Series 7, 66, 24, and the Certified Investment Management Analyst (CIMA®) certification. Beyond her professional pursuits, she enjoys cooking, hiking, and spending time with family and friends.