portrait of Steve Robertson

About Steve

A University of Kentucky graduate, I spent 22 years in the spirits business with Beam Inc., rising to the level of global vice president of finance. I use this deep knowledge base and experience to work with clients to help them connect their financial resources to their true wealth, experiences with friends and family.

I work with clients in over 15 states across the country, each with a personalized strategy, from the simple to the complex.

I joined Edward Jones to find my purpose, making a positive impact on the lives of others.

I am actively involved in the community; I coach...

Work History

  • Edward JonesMay 2012 to Current

Education

  • Univ of Kentucky-LexingtonBachelor of Science

Team Members

  • Becky Hamilton
    Sr. 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 - 04:30PM
Sat Closed
Sun Closed

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