As an Edward Jones financial advisor, I believe it's important to gain an understanding of what is most important to you and what you're working towards before you invest your money. I also believe that I should fully understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals.
I became a financial advisor with Edward Jones, after having been a client myself for several years. My professional background has been in accounting and finance, with most of my career as the chief financial officer with the Springfield Falcons Hockey Club. I pride myself on my honesty, integrity and respect for those I partner with.
Outside of the office, I enjoy spending time with my family and friends. I'm an avid fan of hockey, golf and cycling and actively participate in all three. I also enjoy cooking, especially behind the grill.
I very much appreciate the relationship I have with my clients and look forward to understanding their goals and objectives. If I can be of assistance to you and your family, I'd be honored to start the relationship with a simple conversation.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Insurance & Annuities
- Portfolio Reviews
- College Savings
My Personal Interests
- Spending Time with Family
Office Address202 South Westfield Street
Feeding Hills, MA 01030
Phone NumberBob Oliver at (413) 786-0494
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