A University of Kentucky graduate, I spent 22 years in the spirits business with Beam Inc., rising to the level of global vice president of finance. I use this deep knowledge base and experience to work with clients to help them connect their financial resources to their true wealth, experiences with friends and family.
I work with clients in over 15 states across the country, each with a personalized strategy, from the simple to the complex.
I joined Edward Jones to find my purpose, making a positive impact on the lives of others.
I am actively involved in the community; I coach youth sports and volunteer at various places. I also enjoy giving back through mentoring and training other financial advisors.
Ask yourself this question, "Financially, what am I most worried about?" This is where we would start our work together.
I am looking forward to your call.
Phone NumberSteve Robertson at (859) 263-0516
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