Edward Jones-Financial Advisor: Adam Robertson

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Edward Jones-Financial Advisor: Adam Robertson Financial Advisor for Families & Business Owners | Wealth Management | Retirement Planning | Exit Planning | Tax & Estate Considerations

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Trick or treat! Wishing everyone a safe and spooktacular Halloween.
10/31/2026

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

Thank you to everyone who joined us for our recent Women’s Event. We appreciated the opportunity to connect, share infor...
10/29/2026

Thank you to everyone who joined us for our recent Women’s Event. We appreciated the opportunity to connect, share information, and engage in meaningful discussion. We are grateful for everyone who attended and helped make the evening a success. If you’re interested in attending a future event, please send us a message.

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and ...
10/28/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

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/4yJX9P0


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

🎄 Toys for Tots Toy Drive 🎄Drop off a new, unwrapped toy at my Edward Jones office and help make the holidays brighter f...
10/24/2026

🎄 Toys for Tots Toy Drive 🎄

Drop off a new, unwrapped toy at my Edward Jones office and help make the holidays brighter for local children.

📍 322 US Highway 41, Suite 207
Schererville, IN 46375

Thank you for your support! 🎁

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and c...
10/21/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/20/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4scF5vi

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4jviacm

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth ...
10/18/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

10/15/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out.

Address

322 US-41 Suite 207
Schererville, IN
46375

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12199612016

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