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Damion Robertson
Financial Advisor
Edward Jones - Frisco,TX
Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community, and I joined Edward Jones in because I d...... Show More
Location & Business Hours
Friday
08:30AM to 05:00PM
Saturday
appointment
Sunday
closed
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About
Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community, and I joined Edward Jones in because I discovered their core values aligned with mine.Prior to joining Edward Jones, I spent two decades in the banking industry. I came to Edward Jones in 2014 because I wanted to help individual investors, business owners and professionals work toward achieving their financial goals. I specialize in creating tailored solutions to address various needs, including:• Individual investors who are serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired or interested in estate considerations.• High net worth clients who are looking for tax sensitive solutions.• Small business owners who want to invest through their company or develop a strategy for their personal portfolio.• Educational Foundations and Government Plans who are challenged with ongoing due diligence.My team extends far beyond myself and my branch office administrator, Meagan Minor. In our home office, our senior leaders, strategists, the Investment Policy Committee and product review teams are all dedicated to developing the research, advice and guidance we rely on.We are so fortunate to be able to serve the community as volunteers for the Alzheimer's Association as well as being an active board member of Lewisville I.S.D. Education Foundation.I am passionate about the financial success of my clients, and I look forward to working with you.
Specialities
Wealth Strategies
Business Retirement Plans
Retirement Income Strategies
Divorce Finances
Insurance & Annuities
New Investors
Community Outreach
Spending Time with Family
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55
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FAQs
Here are some Frequently Asked Questions about Damion Robertson
What organization is Damion Robertson associated with?
Damion Robertson is associated with Edward Jones.
What is Damion Robertson’s work email address?
Damion Robertson’s professional email address is d**************n@e**********.com. You can also email Damion Robertson by clicking on the contact Damion Robertson.
Where is Damion Robertson based out of?
Damion Robertson’s primary location is Frisco, TX.
What is Damion Robertson's phone number?
Damion Robertson's phone number is (214) 407-7995
What is Damion Robertson's title??
Damion Robertson is a Financial Advisor.
