Work History
Edward Jones
Edward JonesSeptember 2020 to CurrentUSAA Financial Planning Svcs
USAA Financial Planning SvcsAugust 2011 to June 2020
About Bobby
My career begins in the financial industry over three decades ago when I was 20 years old with Merrill Lynch in 1991. As a vice president, I lead multiple teams of advisors by coaching and mentoring to develop their investment acumen. 20 years later, I joined USAA and focused on helping military families ensure they were well positioned to transition into retirement. In June 2020, USAA ended their investment business and Edward Jones quickly moved to the top of my list.
During my career, I have never stopped learning. In 2016, I became a CFP® professional and in 2018, I earned...
During my career, I have never stopped learning. In 2016, I became a CFP® professional and in 2018, I earned...
Focus Areas
- Retirement Savings Strategies
- Military Professionals & Veterans
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Wealth Strategies
- Estate & Legacy Strategies
Work History
Edward Jones
Edward JonesSeptember 2020 to CurrentUSAA Financial Planning Svcs
USAA Financial Planning SvcsAugust 2011 to June 2020
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CRPS™
Chartered Retirement Plans Specialist™
Education
College for Financial Planning
College for Financial PlanningMasters
Education
College for Financial Planning
College for Financial PlanningMasters
Personal Interests
- Aviation
- Technology
- Animal Rescue
- Volunteering
- Traveling
Team Members
Lynn DreherSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
GreeleyFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More