My story with Edward Jones begins in January of 2015. I was hired as a branch office administrator in Mesquite, Nevada. I attended Dixie State University and needed a part time job to get me through schooling. At that time, I didn't know much about Edward Jones other than the fact that it was an investment firm. It didn't take long before I realized that this firm closely aligned with my personal values and morals. As I watched the financial advisor that I worked for at the time, I quickly realized that this is the career path I wanted to take. I switched my major to finance, graduating with honors. I have been with Edward Jones for seven years and plan on partnering with the firm for my lifetime.
Passion for my career stems from a particular part of my childhood. I lost my father in 2009 and watched how difficult it was for my mother to make ends meet on her own. She worked long hours and sacrificed a lot to provide for my brother and me. Fast forward to my first year working for Edward Jones. An elderly woman walked in the door in tears stating, "My husband passed away yesterday unexpectedly. He took care of all of our finances. I have no idea how to do any of this. I'm overwhelmed." Her lifelong partner was gone and, on top of that, she had the added stress of financial management. I remember thinking that I wanted to ease her pain and help her get through the process, just like when I was a little girl and wanted to do the same for my mother.
Now, it is my mission to assist everyone in achieving their financial goals, with an emphasis in helping women feel more comfortable with finance and investing. Helping families avoid added financial stress when facing a loss is my goal. I am here to partner together with you and your family to help you plan for a great financial future, reach your goals and protect you in the event of the unexpected. Your time is valuable, and I welcome the opportunity to provide you with our highly personalized services.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Intergenerational Planning
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Active Lifestyle
Phone NumberCourtney K Robert at (702) 346-8700
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