portrait of Bob Chapman

About Bob

Branch office administrator Kimberlee Cohen and I look forward to providing you with an ideal experience in-person, or virtually, here in The Berkshires or throughout the United States.

We take time to listen so that we understand what's important to you. We want to know about your short-and long-term goals and the level of risk that you are comfortable accepting so that we can balance it with the steps necessary to take in your personalized strategy we will develop together.

Whether you're planning for retirement or already retired, saving for your children or grandchildren's futures, or you need to protect against the...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Wealth Strategies

Work History

  • Edward JonesDecember 2013 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • MA College of Liberal ArtsBachelor of Science

Personal Interests

  • Hiking
  • Personal Fitness
  • Hockey
  • Gardening
  • Golfing

Team Members

  • Kimberlee Cohen
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 05:00PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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https://www.edwardjones.com/us-en/privacy 

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