portrait of Robert Competiello

About Robert

I started my Wall Street career in 1988. I worked on the floor of the New York Stock Exchange until 1992 and then on Institutional Trading desks from 1993 to 2014. The next chapter of my career is now with Edward Jones. I work with families, individuals and businesses to assist them in building and protecting wealth. I do this by understanding what is important to them. I then utilize established processes to help me build personalized strategies for each client. We partner with each other to keep them on track to help them achieve and maintain their goals. I...

Focus Areas

  • New Investors
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Portfolio Reviews

Work History

  • Edward JonesNovember 2018 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Team Members

  • Jennifer Kowantz
    Sr. Branch Office Administrator
  • Binita Kraus
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 07:00PM
Thu 08:00AM - 07:00PM
Fri 08:00AM - 05:00PM
Sat 08:00AM - 12:00AM
Sun Closed

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