portrait of Rob Marquess

About Rob

What's your plan to live "happily ever after?" I can help you write the retirement chapters of your life. Think for a second that your life is like a story. What do you want it to say? How do you want it to play out? Whether it's a romantic comedy set in your backyard or an action/adventure tale on an exotic shore, you should live a life worth writing about. I can help.

I have over two decades of experience doing this. And I want you to know that the story is not just about money. Time and energy are the...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesMay 1995 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ABFP™

    Accredited Behavioral Finance Professional™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • College for Financial PlanningCertificate
  • Univ of Missouri-St LouisBachelors

Team Members

  • Robyn Jones
    Sr. Branch Office Administrator
  • Kelley Riley
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 03:30PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 03:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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