As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
I earned a Bachelor of Business Administration degree from Grand Valley State University. I have also achieved the professional designation of Accredited Asset Management Specialist™ (AAMS®)*.
My wife, Ashley, and I have a son, Benny, and have lived in the Port Huron area our entire lives.
I am an active member of my community and serve as treasurer of the McLaren Port Huron Foundation and as a member on the Chamber of Commerce, Blue Water Estate Planning Council and the Blue Water Young Professionals.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our client's unique goals and needs.
* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Business Retirement Plans
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
- Sports Enthusiast
Office Address221 Huron Ave
Port Huron, MI 48060
Phone NumberRobert R Wilkinson at (810) 292-0762
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 07:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 04:00PM|
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