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portrait of Brandon R Roberts
FINANCIAL ADVISOR

Brandon R Roberts

CFP®
132 N Texas St, Emory, TX 75440opens in a new window
Accepting New Clients
CallSend Me a Message

About Brandon

As your Edward Jones financial advisor, my first priority is understanding what is most important to you and using an established process to help you reach your financial goals. I want to not only advise you on your investments but partner with you throughout your life to help you adjust and stay on track towards your goals. Face-to-face meetings build strong relationships, and the strength of our relationship is key. In order to better serve you and your goals, we utilize technology and other tools throughout the process.

I have lived in East Texas basically all of my life. I grew...

Focus Areas

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

Work History

  • Edward JonesFebruary 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Texas-TylerBachelor of Science

Personal Interests

  • Spending Time with Family
  • Hunting
  • Traveling
  • Community Outreach
  • Sports Enthusiast

Team Members

  • Saralyn Portwood
    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 Closed for Holiday
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(903) 473-1592

Fax

(888) 319-6858

Office Address

132 N Texas St
Emory, TX 75440opens in a new window

Mailing address

P O Box 1221
Emory, TX 75440

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