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JW Robison
CEPA
I became a financial advisor for a number of reasons: - I studied commodity futures in pursuit of my B.S. in agriculture. - I was a professional farmer for 10 years and I always thought my ag lender had the better job. - My father helped...... Show More
Location & Business Hours
Friday
08:00AM to 04:00PM
Saturday
closed
Sunday
closed
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About
I became a financial advisor for a number of reasons: - I studied commodity futures in pursuit of my B.S. in agriculture. - I was a professional farmer for 10 years and I always thought my ag lender had the better job. - My father helped me open a traditional IRA with my farm income in middle school. He took me to our local Edward Jones office in rural Missouri and I bought a mutual fund. After my wife and I had our first child, I wanted more control in my life while maintaining the autonomy from owning a business. I wanted to use my knack for planning to help more than just my own family. The best part of my job is learning about the families whom I serve - I love their stories. Truly learning about my clients and understanding their goals is the foundation of my work as a financial advisor. I am here to help individual investors and families but there is a special place in my heart for business owners. I've operated several myself and I know it can be tough. I like to work with anyone seeking to build financial freedom. I like to help everyday people learn how a combination of tax-smart investments, frugal economic behaviors and the right amount of insurance can help you achieve your goals. There are three things I strive to provide my clients throughout our time working together: - A clear explanation of the investments I recommend. - Timely updates on market conditions and volatility. - Transparent explanations of costs. Prior to joining Edward Jones, I was a rice farmer working on my family's farm in Missouri and have also farmed in Kenya and Ghana. My wife, Cooper, and I have been married for 17 years. We have a 8-year-old daughter, and I volunteer at Great Hearts Cicero where she attends. Outside of the office, hiking and camping in Arizona make me very happy. Connect with me on LinkedIn or give my office a call - I look forward to meeting you. JW Robison 480-607-8139 [email protected]
Specialities
Estate & Legacy Strategies
Insurance & Annuities
LGBT Finances
Entrepreneurs & Business Owners
Intergenerational Planning
Divorce Finances
Hiking
Backpacking
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FAQs
Here are some Frequently Asked Questions about JW Robison
Where is JW Robison based out of?
JW Robison’s primary location is Scottsdale, AZ.
What is JW Robison's phone number?
JW Robison's phone number is (480) 607-8139
What is JW Robison's title??
JW Robison is a CEPA.
What are JW Robison's areas of expertise?
JW Robison specializes in Estate & Legacy Strategies, Insurance & Annuities, LGBT Finances, Entrepreneurs & Business Owners, Intergenerational Planning, Divorce Finances, Hiking, Backpacking, Camping, Gardening, Pilates.
