During my 30-year career at Edward Jones, a few things are evident from working with multiple families across the country. People have different passions and goals. They often know what they want to accomplish, but they're not sure how to get there. That's where I can help. We work together to co-create a long-term road map tailored specifically to them. We design the strategy to be flexible because life is filled with change and we want to effectively navigate those circumstances. We also stay in close contact so that I can proactively reach out and offer ideas and solutions.
I rely on my team of experienced partners to help clients meet their financial goals. Senior branch office administrators Lisa Jones, whom I've worked with over 18 years, and Lynnette Allen, who's been with us over 11 years, have dedicated themselves to our clients by providing highly personalized service. We value these relationships and build trust by helping our clients set short, medium and long-term goals.
We take pride in our community. I've served on many boards in the past but currently, we focus on raising awareness for the annual Alzheimer's Walk in Richmond, sponsored by Edward Jones.
I come from an Edward Jones family. My mother is a retired general partner. My wife, Erika, is a financial advisor in New Castle. My two sisters and my brother-in-law are financial advisors in other states. I started with the firm in 1991 in a St. Louis suburb; two years later, I moved to Richmond and I have been here ever since. I am honored to have served in a variety of leadership roles at Edward Jones. I've also been recognized by the firm over the years for the service we provide to our clients. Erika and I have two children, Lauren and Scott. As a family, we are active in our church and we participate in all sorts of kids' events. We also love animals! We adopted two Lab-mix rescue pups, Bear and Abbey.
Now that you know more about us, we are dedicated to knowing what is important to you!
Mailing AddressPo Box 1766
Richmond, IN 47375
Phone NumberRobert F Gilman at (765) 962-6161
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