Edward Jones-Financial Advisor: Toni Robertson

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Edward Jones-Financial Advisor: Toni Robertson I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.

With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Samantha Ewing and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/toni-robertson for more information.
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You've spent years building your operation. The next step is ensuring it continues to support your family, your goals an...
11/03/2026

You've spent years building your operation. The next step is ensuring it continues to support your family, your goals and your legacy.

As a financial advisor with the Agriculture Focused Financial Planning™, AFFP®, designation, I've completed additional training to help farm families address the unique financial challenges and opportunities that come with agricultural ownership, from succession and retirement planning to wealth transfer and long-term asset preservation.

Because protecting your legacy means planning for both the next season and the next generation.

Joyful moments come with meaningful decisions. From gifts and travel to unexpected extras, it’s easier to balance today’...
11/02/2026

Joyful moments come with meaningful decisions. From gifts and travel to unexpected extras, it’s easier to balance today’s celebration with tomorrow’s goals — without losing sight of either.

Simplify your financial life with Edward Jones® Everyday Solutions Checking and Credit Cards, powered by U.S. Bank®.

Learn more here: https://bit.ly/4egciQN

The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

This month, we honor the rich cultures, traditions, languages and contributions of Indigenous Peoples. And with 574 Amer...
11/01/2026

This month, we honor the rich cultures, traditions, languages and contributions of Indigenous Peoples. And with 574 American Indian tribes and Alaska Native entities in the United States, there is a lot of storied culture to celebrate!

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's i...
10/31/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business...
10/30/2026

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/4yXUu4t

Download the Financial Impact of Caregiving report: https://bit.ly/4yMzQEh



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

Trick or treat! Wishing everyone a safe and spooktacular Halloween.
10/29/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

A solid financial game plan should reflect who you are, not just what’s in your account. That’s why we’re proud to suppo...
10/28/2026

A solid financial game plan should reflect who you are, not just what’s in your account. That’s why we’re proud to support the traditions and teams that matter to you. As the Official Wealth Management Partner of the Big 12 Conference®, Edward Jones financial advisors are invested in what makes you, you.

The Big 12 Conference, Inc. is not a current Edward Jones client. The Big 12 Conference, Inc. was compensated for this endorsement. See details at edwardjones.com/sports?utm_term=934553&utm_source=facebook&utm_medium=social_media&utm_content=3357144&c3nid=934553_facebook_3357144&c3ch=BranchSocialMedia&EID=MDAwMDAwMTc1NDE1Ng%3D%3D.

As the Official Wealth Management Partner of the Big 12 Conference®, we know each win is about more than the numbers. Th...
10/27/2026

As the Official Wealth Management Partner of the Big 12 Conference®, we know each win is about more than the numbers. The key to being rich is knowing what counts, like time with family, cheering on your team and enjoying the moments that make your personal highlight reel. Reach out to our office today, and let’s find your rich.

The Big 12 Conference, Inc. is not a current Edward Jones client. The Big 12 Conference, Inc. was compensated for this endorsement. See details at edwardjones.com/sports?utm_term=934553&utm_source=facebook&utm_medium=social_media&utm_content=3357141&c3nid=934553_facebook_3357141&c3ch=BranchSocialMedia&EID=MDAwMDAwMTc1NDE1Ng%3D%3D.

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4evNDYy


A summary of last week's market highlights and economic news.

A strong financial plan looks a lot like a strong game plan: prepared for what’s coming, adjusted as things change and a...
10/26/2026

A strong financial plan looks a lot like a strong game plan: prepared for what’s coming, adjusted as things change and always focused on what matters most. As the Official Wealth Management Partner of the Big 12 Conference®, Edward Jones’ team of financial advisors is ready to help you build a game plan designed around your goals.

The Big 12 Conference, Inc. is not a current Edward Jones client. The Big 12 Conference, Inc. was compensated for this endorsement. See details at edwardjones.com/sports?utm_term=934553&utm_source=facebook&utm_medium=social_media&utm_content=3357139&c3nid=934553_facebook_3357139&c3ch=BranchSocialMedia&EID=MDAwMDAwMTc1NDE1Ng%3D%3D.

Address

8 Tristan Drive, Suite 4
Dillsburg, PA
17019

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 7pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 7pm
Friday 8:30am - 4pm

Telephone

+17174323717

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