As an Edward Jones financial advisor who has earned the Certified Financial Planner™* designation, my life's work has been creating financial success stories for my clients. Rarely in your lifetime will you attempt a task for the first time and achieve perfect results, yet you will only have one chance to build the ideal retirement! Fortunately, I have helped countless clients achieve their financial goals, giving you the peace of mind that comes with knowing you are making the right decisions every step along the way.
I partner with clients from many walks of life, serving everyday retirees, high net worth families, foundations and 401(k) plans both in Virginia and nationwide. With an approach that is friendly, insightful and research-driven, I am able to provide my clients with a sense of direction and confidence throughout periods of market uncertainty.
As your financial advisor, I will partner with you to create a strategy that is personalized to your individual situation. I will guide you through a multi-step planning process, taking time to educate you and shed light on any pitfalls that an untrained eye might miss. My advice is carefully constructed to take into account complex factors such as risk assessment and wealth transfer considerations. I work alongside my highly trained branch staff, who are dedicated to providing the highest level of service to our clients.
Take care of your future TODAY by scheduling a complimentary consultation. It may be the best investment you make!
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Wealth Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Intergenerational Planning
- LGBT Finances
- Divorce Finances
My Personal Interests
- Scuba Diving
- Outdoor Enthusiast
Phone NumberRyan T Robertson at (804) 288-5200
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