Friday Feature – Ryan Robertson

Ryan Robertson – Edward Jones – Financial Advisor

Ryan RobertsonI had the pleasure of meeting Ryan a few years ago through a mutual friend. Ryan’s tireless work ethic and strong dedication to his client’s make him an ideal VLL Feature.

Tell me a little bit about yourself?

Well, I am originally from Orlando, FL, but spent most of my life in Memphis, TN.  I grew up on an 11 acre horse farm, and as a kid I always had chores to keep me busy when I wasn’t doing school work.  I attended the University of Memphis, where I graduated cum laude with a degree in Biomedical Engineering.

Why did you decide to become a Financial Advisor? Why with Edward Jones?

Straight out of college, I was hired by a major orthopedics company as a research engineer, and enjoyed my work.  Later, however, the company went through a high level re-organization, and I was shifted to a product development and manufacturing role, which really wasn’t my passion.  Shortly after, I began looking for a change, and I knew I wanted to get away from the corporate whirlwind.

Looking into the investment field, I saw a unique opportunity to establish my own practice and build a rewarding career from the ground up.  I discovered that with diligent studies and concerted effort my analytical skills as an engineer could be refocused on the nuances of asset allocation, portfolio construction, and financial planning.  The more I learned about the industry, the more I knew I wanted to become a financial professional.

The final question:  which firm?  After hours of research, it became very clear to me that there was one firm’s that stood out from the rest, and that was Edward Jones.  With a culture that separated itself from corporate America, Jones offered one of the top training programs in the country with a focus on the best interest of the client rather than the almighty dollar.  The choice was clear, and didn’t require a second thought.

What licenses, credentials or other certifications do you have?

I am series 7 and series 66 licensed.

What services do you/does your firm provide?

Edward Jones is a full service investment firm.  We offer tailored investment solutions based on each client’s unique set of needs.  The process starts with my getting to know the client personally, as well as financially.  I then provide the client with a customized written financial plan and a high quality investment portfolio that is built around his or her tolerance for risk as an investor.

What types of clients do you specialize in?

I work exclusively with individual investors and small to medium sized business owners.  I also specialize in maximizing current income for my retired clients, as well as in planning a legacy for their children and grandchildren.

What is your investment approach?

Three core principles:

  1. Buy and hold quality investments for the long term
  2. Buy low and sell high
  3. Don’t let emotions play a part in investment decisions. This is the reason the first and second principles aren’t always followed

What would you recommend to a young professional just starting to build their savings and retirement?

There are two types of people in this world:  savers and those who wish they were.  Start early, live below your means, save and invest the remainder.  Lastly, and most importantly, get professional help.

Thank you so much Ryan for telling us a little more about yourself! Are you investing enough in your future? Do you have a retirement plan? Call/email Ryan, he can help!

Ryan Robertson

Financial Advisor
(804) 288-5200
6905 Patterson Avenue
Richmond, VA 23226
Please like our page on Facebook and connect with me on LinkedIn.

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