I began my Edward Jones career in 2004 as a financial advisor in Fort Worth, TX. My primary objective is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child's college education, reduce taxes or plan for retirement, I can help determine the most appropriate financial strategy for you and your family.
Majoring in finance with a minor in economics, I earned my bachelor's degree in business administration from the University of Oklahoma. Continuing my studies, I graduated from the university's dual degree program in law and business (JD-MBA). I also received the CFP® professional designation in 2010, 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. Perpetual learning and education are important to me 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 (11), Edward (9) and George (7).
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|
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