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Robert Stevens, Financial Advisor

FINANCIAL ADVISOR
Robert E Stevens

CFP®, CEPA®
7300 Sh 121 Sb Suite 230, Mckinney, TX 75070opens in a new window
CallSend Me a Message

Focus Areas

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

About Robert

I first became a client at Edward Jones in 2001 when my father joined the company. I saw firsthand how my father partnered with clients to help them achieve their financial goals. I have always had a passion for helping people and started working for Edward Jones in college. In 2015, I moved into the role of financial advisor to help clients achieve their personal goals and help change their lives and the lives of their family.

I grew up in McKinney and graduated from Hardin Simmons University with a degree in finance while also playing for the HSU Cowboy football...

Work History

  • Edward JonesMarch 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Hardin-Simmons UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Traveling
  • Woodworking
  • Fishing
  • Football

Team Members

  • Robbin Ford
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(972) 562-0115

Fax

(877) 728-7228

Office Address

7300 Sh 121 Sb Suite 230
Mckinney, TX 75070opens in a new window

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