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portrait of Robert Leavitt
FINANCIAL ADVISOR

Robert Leavitt

CEPA®, CRPS™
931 S Washington St, Kokomo, IN 46901opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Robert

As a financial advisor with Edward Jones, I am blessed to blend my profession with my passions. I was blessed to be raised in a household with two incredibly hard-working parents. My parents were entrepreneurially driven; thus, my passion for the business world has been deep-rooted. I started my first business at the age of 12 by taking out a loan to obtain equipment to string tennis rackets. That was my first experience with debt, marketing, customer contacts and ultimately creating a profitable company.

I took my passion for business to West Lafayette, Indiana, where I obtained a degree in business...

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesAugust 2020 to Current
  • Western School CorporationJuly 2019 to July 2020

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Ball State UniversityMaster of Arts
  • Purdue Univ - West LafayetteBachelor of Science

Personal Interests

  • Spending Time with Family
  • Golfing
  • Photography
  • Traveling

Team Members

  • Michelle Shacklee
    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 - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(765) 319-0315

Fax

(844) 738-1736

Office Address

931 S Washington St
Kokomo, IN 46901opens in a new window

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