Adam Robertson
Financial Advisor | Helping High Net Worth Families & Entrepreneurs with Exit Planning & Wealth Management Needs
- Role
- Financial Advisor at Edward Jones
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Adam Robertson
I am a financial advisor and limited partner with Edward Jones. I focus on providing wealth management solutions to business owners in the Chicagoland & NWI market. Together with my strategic alliance partners, I help affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.I use a consultative process to gain a detailed understanding of my clients’ deepest values and goals. I then employ customized recommendations designed to address each client’s unique needs and goals beyond simply investments. Successful individuals and families work with me to- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams- Make smarter decisions in today’s uncertain political, economic and social environment- Obtain an independent second opinion from a top financial advisor in their instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Apr 2019 — Present · Schererville, IN, US
Partnering with individual investors and business owners on financial solutions to maximize enjoyment of their livesLead 50+ Edward Jones branch teams in Northwest Indiana with a focus on improving the lives of our clients, colleagues and communities.
Education
Purdue University Northwest
Master of Science
2007 — 2009
Purdue University
Bachelor of Science
1996 — 2000
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