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Get found as the Top Financial Advisor in Emory, TX
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Brandon R Roberts
Financial Advisor
Edward Jones - Emory,TX
As your Edward Jones financial advisor, my first priority is understanding what is most important to you and using an established process to help you reach your financial goals. I want to not only advise you on your investments but partner ...... Show More
Location & Business Hours
Tuesday
08:30AM to 05:00PM
Wednesday
08:30AM to 05:00PM
Thursday
08:30AM to 05:00PM
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About
As your Edward Jones financial advisor, my first priority is understanding what is most important to you and using an established process to help you reach your financial goals. I want to not only advise you on your investments but partner with you throughout your life to help you adjust and stay on track towards your goals. Face-to-face meetings build strong relationships, and the strength of our relationship is key. In order to better serve you and your goals, we utilize technology and other tools throughout the process.I have lived in East Texas basically all of my life. I grew up on a ranch outside of Quitman. My father is a successful business owner. He went into the HVAC business with my grandfather in 1992 when I was 7 years old. From then on, I spent my summers either in attics or in a hay field. I learned early on that hard work pays off. I learned what it takes to build and run a successful business, from the finances to the physical and emotional resilience. Most importantly, he taught me that the key to a successful business is to always do the right thing and put the clients' needs first. I use that same philosophy to this day. I work hard for my clients and their needs are always at the forefront of what I do. In 2017, I began my career as a financial advisor with Edward Jones. I took over the Emory office in June of the same year. I earned my CERTIFIED FINANCIAL PLANNER™ certification in 2021. I became a limited partner with Edward Jones in 2023. My wife, Alexandra, and I were married in July of 2007. We were blessed with our first son, Camden, in June of 2010, then completed our family with our second son, Axel, in November of 2012. We enjoy traveling, spending time with our family and friends, hunting and watching our boys play sports and other activities.
Specialities
Insurance & Annuities
Retirement Income Strategies
Wealth Strategies
Entrepreneurs & Business Owners
Estate & Legacy Strategies
Spending Time with Family
Hunting
Baseball
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FAQs
Here are some Frequently Asked Questions about Brandon R Roberts
What organization is Brandon R Roberts associated with?
Brandon R Roberts is associated with Edward Jones.
What is Brandon R Roberts’s work email address?
Brandon R Roberts’s professional email address is b*************s@e**********.com. You can also email Brandon R Roberts by clicking on the contact Brandon R Roberts.
Where is Brandon R Roberts based out of?
Brandon R Roberts’s primary location is Emory, TX.
What is Brandon R Roberts's phone number?
Brandon R Roberts's phone number is (903) 473-1592
What is Brandon R Roberts's title??
Brandon R Roberts is a Financial Advisor.