Robert Smith

Role
Financial Advisor at Edward Jones
Location
New Orleans, LA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Robert Smith

I am a Financial Advisor with Edward Jones. I am dedicated to helping my clients…

Experience

  1. Financial Advisor

    Edward Jones

    Mar 2012 — Present

    I\'m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know our clients understanding their specific goals, and developing individualized strategies to help them reach their goals. I work to give individual investors the personal service they deserve when it comes to planning for their financial future. Please call or stop by my office, or visit for more information.

Education

  • Park University

    BS, Criminal Justice Administration

    2004 — 2010

Skills

  • Municipal Bonds
  • 401k Options
  • Retirement Savings
  • Financial Strategies
  • Wealth Preservation Strategies
  • Variable Annuities
  • Term Life Insurance
  • Wealth Management
  • Roth Ira
  • Traditional Ira
  • Life Insurance
  • Investments
  • Simple Ira
  • Sep Ira
  • Fixed Annuities
  • Long Term Care Insurance
  • Series 7
  • Retirement Planning
  • Bonds

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Robert Smith — Financial Advisor at Edward Jones in New Orleans, LA, US | Unifers