Robert E. Jones

Principal

Denver

Client Advisory

Biography

Robert is a Principal in the Denver, Colorado office. He is part of the firm’s Executive Financial Counseling practice, which provides financial planning, tax planning, and tax preparation services to current and retired corporate executives. Robert specializes in counseling his clients in investments, estate planning, tax planning, retirement planning, corporate benefits, and insurance. Robert thoroughly enjoys working collaboratively with his clients to develop a sound financial plan to achieve their stated goals.

Prior to joining Cerity Partners, Robert was a Vice President at Goldman Sachs Ayco Personal Planning.

Robert lives in Denver with his wife and two boys. He enjoys spending time with them in the great outdoors of Colorado whether that is hiking in the summer or skiing in the winter.

Education

  • B.S. in Finance from Wayne State University in Detroit, MI

Highlights

  • Life/Accident & Health License Holder (CO)
  • Graduated Summa Cum Laude from Wayne State University

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.