portrait of Robert Rosen

About Robert

At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today's marketplace. I began my Edward Jones career in 2006 as a financial advisor here in Kissimmee. I became a limited partner with Edward Jones in 2019. I absolutely love what I do and am confident you will recognize my enthusiasm early on in our discussions. I have held numerous roles in the local community, as giving...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

Work History

  • Edward JonesAugust 2006 to Current

Personal Interests

  • Running
  • Active Lifestyle
  • Community Outreach
  • Golfing
  • Electronics

Team Members

  • Mikala Wells
    Sr. Branch Office Administrator
    FPQP®

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