In my early twenties, I developed a passion for investing which ultimately led me to a 19-year career as an Edward Jones financial advisor. I believe having strong relationships and understanding my client's key concerns are the key to financial confidence. This passion has been passed on to my son, Michael, who is also an Edward Jones financial advisor in our office.
Through a comprehensive personalized process, my branch team and I will work with you through all stages of your life to help ensure you stay on track so that you can retire comfortably. We partner with our client's CPAs and attorneys to help determine the most appropriate financial strategy for them and their family.
Both senior branch office administrators, Debbie and Maria, have worked at Edward Jones for over 25 years and play an integral role in helping our clients live out their dreams.
Outside of the office, I enjoy spending time with family. Jan and I just celebrated our 38th wedding anniversary. We have three children, Kim, Danielle, and Michael, as well as six grandchildren. As a family, we enjoy hiking, fishing and making memories.
Together with our team's experience, we know we can help you achieve your financial goals. If you are interested in seeing if we are a good fit, please reach out to my team directly at 727-784-1952 or request an appointment online for an introductory meeting.
- Wealth Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
Phone NumberRobert Urbanski at (727) 784-1952
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