At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated.
I help my clients by focusing on the following for their specific needs:
- Organizing their savings
- Developing a long-term investment strategy to meet their goals
- Financial strategies
- Eventually transferring their wealth
I enjoy putting together a strategy for my clients, piecing together investments as part of that strategy to help them achieve their goals. It's an awesome feeling knowing that I'm making a positive difference for my clients.
I graduated from the United States Military Academy, West Point in 1998 with a French and Spanish Bachelor of Science. I completed a Master of Arts in management through Webster University. I also graduated from the Army Command and General Staff College at Fort Leavenworth, KS.
My ideal client is someone who is willing to listen to my advice, who is in, about to be in or recently went through a life transition, and needs help with long-term savings and ensuring they're on the right track. I help a select group of individuals manage their financial assets so they can focus on what is most important to them.
I provide tailored advice in order to achieve what is most important to my clients. I offer strategies to help my clients attain their goals and strive for excellence in service.
I believe in developing specific solutions tailored to suit your specific goals based upon where you are today and what outcomes you want to achieve. I can offer solutions tailored to all your financial goals. I partner with you to ensure you stay on track for those goals.
Call my office today so that I can get started planning your future. Let's develop a strategy together so you can enjoy both today and tomorrow with your family and friends.
- College Savings
- Divorce Finances
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Active Lifestyle
Phone NumberJohn Roberson at (816) 491-2866
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