With 32-plus years as a financial advisor with Edward Jones, my experience can benefit you and your family in helping you navigate life's financial challenges. Over the years, I have had the distinct pleasure of working with 3rd and 4th generation clients.
My primary goal is to help individual investors develop a personalized investment strategy designed to help achieve their long-term goals. Whether you're saving for retirement, college education or have a need to reduce taxes, I can help. Working along with my senior branch administrator, Marilyn Robles, who has 30 years of experience, we want to know what is most important to our clients, and it is only when we understand this that I can begin to provide consultative advice to help them define, implement and monitor a strategy tailored to their goals.
I was born in Vernon, TX and raised near Electra, TX on a large working farm/ranch. I have now lived in Victoria (thankfully!) since 1993. Outside of work, I enjoy photography, ceramics arts, astronomy, history and writing.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
My Personal Interests
- Art & Theater
- History and Museums
Office Address109 C Teakwood
Victoria, TX 77901 opens in a new window
Phone NumberRobert L Steed at (361) 575-7000
|Mon||08:30AM - 04:00PM|
|Tue||08:30AM - 04:00PM|
|Wed||08:30AM - 04:00PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 03:00PM|
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