Robert (Bobby) Dalzell, serves as President of FNEX Wealth, leading the multi-family office and wealth management firm with over 15 years of industry experience. Prior to joining FNEX, Mr. Dalzell was with Indie Asset Partners (IAP) and Wells Fargo Advisors Private Client Group, specializing in private wealth management and investment planning.
As a Certified Wealth Strategies® (CWS) and second-generation advisor, Mr. Dalzell continues a half-century family legacy of financial stewardship, integrating classical investment principles with modern strategies. Born and raised in Indianapolis, Mr. Dalzell is a board member of the George4 Foundation, supporting youth welfare and education, and owns Prixmier, LLC, a motorsports services business.
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