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portrait of Joshua C Roberts
FINANCIAL ADVISOR

Joshua C Roberts

263 Canal St Unit 1, Brattleboro, VT 05301opens in a new window
CallSend Me a Message

About Joshua

Growing up in the Upper Valley, I called Lebanon, New Hampshire, my home. After graduating from St. Lawrence University in Canton, NY, in 2012, I worked for Mascoma Bank in the Upper Valley in several capacities. My years of experience in banking steered me towards my current career as a financial advisor. I subsequently moved to St Louis, Missouri, to complete my training with Edward Jones. In 2016, I worked in a local Brattleboro Edward Jones office which provided me with an opportunity to continue to develop my skills while learning from one of the most experienced financial advisors in...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Sustainable investing
  • New Investors
  • Estate & Legacy Strategies

Work History

  • Edward JonesSeptember 2015 to Current

Education

  • St Lawrence UnivBachelor of Science

Personal Interests

  • Traveling
  • Sustainability
  • Sports Enthusiast
  • Social Responsibility

Team Members

  • Marianne Lawrence
    Sr. Branch Office Administrator
    FPQP®

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(802) 579-1364

Fax

(888) 668-3705

Office Address

263 Canal St Unit 1
Brattleboro, VT 05301opens in a new window

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