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Robert Madden, Financial Advisor

FINANCIAL ADVISOR
Robert S Madden II

CEPA®, AAMS™, CRPC™
79 Broadway, Greenlawn, NY 11740opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • New Investors
  • Insurance & Annuities

About Robert

I took over the Edward Jones Greenlawn office in August of 2023. Previously, I worked at Merrill Lynch in Melville as a Senior financial advisor, and spent fifteen years in the asset management space working for Hartford Funds and Oppenheimer Funds. I have been registered as a securities professional since 1997 and have leveraged that experience when working with families, individuals and business owners, helping them prepare for their future, live off their investments and maximize their quality of life. I also spent close to a decade working closely with the MIT AgeLab and presenting on insights and trends in...

Work History

  • Edward JonesAugust 2023 to Current
  • Merrill LynchJuly 2021 to August 2023

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • CW Post CampusBachelor of Science

Team Members

  • Elinor Matthews
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 07:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(631) 754-8441

Fax

(888) 288-3202

Office Address

79 Broadway
Greenlawn, NY 11740opens in a new window

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