portrait of Douglas B Roberts

About Douglas

As an Edward Jones financial advisor, it’s important for me to understand what you’re working toward before you invest your money. Working closely with you, I can help determine the most appropriate financial strategy for you and your family.

I joined Edward Jones as a financial advisor in 2003. Prior to that, I was a financial advisor with another firm for about 10 years.

I earned a Bachelor of Arts degree from Lafayette College in 1983 and a master’s degree from Fairleigh Dickinson University in 1985. In addition, I received the CERTIFIED FINANCIAL PLANNER™*, or CFP®, certification in 2002.

Originally from Chatham, NJ,...

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Special Needs Financial Considerations

Work History

  • Edward JonesNovember 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Fairlegh Dickinson-MadisonMasters
  • Lafayette CollegeBachelors

Team Members

  • Mary Chabak
    Sr. Branch Office Administrator

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