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portrait of Marcus D Robinson
FINANCIAL ADVISOR

Marcus D Robinson

CFP®, CEPA®, AAMS™
304 West Morgan Street, Spencer, IN 47460opens in a new window
CallSend Me a Message

About Marcus

I am an Edward Jones financial advisor in Spencer, IN. I received the CERTIFIED FINANCIAL PLANNER™ certification and graduated from the Scott School of Business at Indiana State University – Terre Haute, with a bachelor's degree in finance. In addition to the education and examination components of my certification, I've also committed to abiding by the CFP® Board's Code of Ethics and Standards of Conduct.

My team and I enjoy partnering with a select group of individuals, families and business owners throughout the country to develop and implement comprehensive solutions to their financial needs.

We help clients organize and simplify their financial...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Charitable Giving

Work History

  • Edward JonesMarch 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Indiana State Univ-Terre HauteBachelor of Science

Personal Interests

  • Community Outreach
  • Football
  • Golfing
  • Traveling
  • Spending Time with Family

Team Members

  • Lisa Kelley
    Sr. Branch Office Administrator
  • Kaylee Robertson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(812) 829-2144

Fax

(888) 277-4836

Office Address

304 West Morgan Street
Spencer, IN 47460opens in a new window

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