As an Edward Jones financial advisor, it’s important for me to understand what you’re working toward before you invest your money. Working closely with you, I can help determine the most appropriate financial strategy for you and your family.
I joined Edward Jones as a financial advisor in 2003. Prior to that, I was a financial advisor with another firm for about 10 years.
I earned a Bachelor of Arts degree from Lafayette College in 1983 and a master’s degree from Fairleigh Dickinson University in 1985. In addition, I received the CERTIFIED FINANCIAL PLANNER™*, or CFP®, certification in 2002.
Originally from Chatham, NJ, I have lived in Basking Ridge since 1999. I have been married to my wife, Christine, for 25 years and we have three children: Duncan (24), Nicole (22) and Luke (20).
I have volunteered to serve Edward Jones in numerous roles. I have served as culture of compliance leader, mentor, visiting veteran, field trainer and hiring specialist. I am an active member of my community and church, and have been a coach for baseball, soccer, basketball and football.
My Branch Office Administrator, Mary Chabak, has over 18 years of experience and is dedicated to providing you with the highest level of personalized service.
At Edward Jones, we believe that meeting face to face builds strong relationships. The firm has thousands of people and advanced technology supporting our branch so we can help you reach your long-term financial goals.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Special Needs Financial Considerations
Phone NumberDouglas B Roberts at (908) 696-1985
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