portrait of Robert E Monroe
FINANCIAL ADVISOR
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About Robert

I joined the Edward Jones family in 2014 and opened my office in Dexter, MO, in March of 2015.

In March of 2023, I obtained my CERTIFIED FINANCIAL PLANNER™ designation. I felt that by getting this designation, I would have the knowledge to help my current and future clients with their unique and complex needs. I encourage you to look up what a CFP® is and what the benefits are of working with one. I was not required to get this designation by Edward Jones, but I enjoy learning and making myself a better financial advisor to help serve my clients...

Focus Areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Work History

  • Edward JonesNovember 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Hannibal-Lagrange CollegeBachelor of Science

Personal Interests

  • Spending Time with Family
  • Hunting
  • Music
  • Outdoor Enthusiast
  • Traveling

Team Members

  • Mandi Cooper
    Branch Office Administrator
  • Pamela Powell
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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