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.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Wealth Strategies
- Estate & Legacy Strategies
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Wealth Strategies
- Estate & Legacy Strategies
Office Information
Phone Number
Robert J Holman at (817) 922-8934Branch Team
- Amanda Sanders
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Amanda Sanders
- Sr. Branch Office Administrator
Branch Team
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