Robert Smail

Robert Smail

AAMS®
580 Brunswick Rd Suite 200 Grass Valley, CA 95945 call Robert Smail at (530) 477-3360
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A good way for people to understand how I can help them financially is sharing how I became interested in the investment business. In 2008, my parents were on the verge of retirement. At that time, I was an Intelligence Officer in the Marine Corps. I remember talking to my parents and was deeply saddened to hear how the financial crisis had erased 40% of their retirement savings. They were too aggressively invested for being so close to retirement. With the right financial strategy, they got back on track and happily retired a couple of years later. Seeing my parents' retirement plans nearly derailed had a big impact on me.

I joined Edward Jones as a financial advisor because I want to help people make informed financial decisions that allow them to live the lives they desire.

I hold the AAMS® designation from the College for Financial Planning as well as the Series 7 and 66 registrations from FINRA. I am a licensed life insurance agent.

Through our established process, you can expect a comprehensive financial strategy tailored to your unique goals and situation. I will work tirelessly on your behalf to help ensure you are on track to achieve your financial goals.

In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a cohesive strategy that leverages everyone's expertise.

Outside the office, I enjoy hiking, skiing, fishing and camping. I also believe in supporting these great organizations: Bear Yuba Land Trust, California Waterfowl Association, Veterans of Foreign Wars and the American Legion.

Faith Hegeman is a vital part of my team. Her diverse work experience includes serving as operations manager for a public radio station and legal assistant for several law firms. This has set her up to be a great partner in co-managing our branch. She enjoys boating, traveling, hiking and serving the well-being of our clients and others.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Military Professionals & Veterans

My Personal Interests

  • Skiing
  • Camping
  • Fishing
  • Traveling
  • Hiking

Office Information

Office Address

580 Brunswick Rd Suite 200 Grass Valley, CA 95945

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

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Branch Team

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