I began my Edward Jones career in 2004 as a financial advisor in Fort Worth, TX. My professional goals are to help families organize, build, protect and transfer wealth based on what is most important to them. Whether you need to save for a child's college education, plan for retirement or reduce taxes, I will work with you to determine the most appropriate financial strategy for you and your family.
I earned my bachelor's degree in business administration from the University of Oklahoma majoring in finance with a minor in economics and later graduated from the university's dual degree program in law and business (JD-MBA). In 2010, I received the CFP® professional certification, which is awarded by the Certified Financial Board of Standards Inc. to financial advisors who meet the board's requirements for professionalism in financial services. I value continued learning and education as they help facilitate the achievement of your investment goals.
Originally from Altus, OK, I have lived in Fort Worth since 2004. My wife, Jenny — who I met in law school — is an attorney for a regional bank, and together we have three sons: Henry (13), Edward (11) and George (9).
I look forward to working with you.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Wealth Strategies
- Estate & Legacy Strategies
Phone NumberRobert J Holman at (817) 922-8934
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More