My career as an Edward Jones financial advisor began with wanting to make an impact on people's lives. Born and raised in the Berkshires and North Adams specifically, I've watched the changes over the years from mill town to arts and tourism. I have a strong pride in my hometown and its community. I enjoy being a part of my client's lives, building and growing relationships with them and their families as we work toward achieving their financial goals.
I believe Edward Jones stands out from other firms because of how truly client centered we are and how deeply we care about and serve our clients. Our one-on-one approach creates a comfortable environment where our clients feel that we fully understand what is most important to them and will act in their best interest.
Our clients expect a high level of personalized service. I create custom solutions to address their goals, including:
-Individual investors who are serious about developing a workable financial strategy, whether just beginning to save for retirement, getting ready to retire or living in retirement.
-High Net Worth clients who are looking for tax sensitive solutions.
-Small business owners who want to invest through their company or develop a strategy for their personal portfolio.
My clients are looking for a partner to help them navigate through major life changes such as retirement, job changes, marriage or divorce, planning an estate or receiving an inheritance. No two cases are the same, and we enjoy taking on the complexities of each scenario.
On a personal note, my wife, Rebecca, and I reside in Williamstown and have seven children in our blended family. We spend our time enjoying the outdoors, taking neighborhood walks with our kids and two dogs, working/playing in our yard and on home projects (always projects!). My interests include watching my Boston teams, golfing, darts and cars/trucks/motorcycles; I spent over 10 years in the racing industry.
I look forward to meeting you.
My Personal Interests
- Spending Time with Family
- Vintage Cars
Office Address71 Main St
North Adams, MA 01247
Phone NumberRob Adams at (413) 664-9253
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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