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| Robert Edmunds, CFP®, CRPC® |
| Financial Advisor |
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- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor (CRPC®)
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| 55 William Street |
| 3rd Floor |
| Wellesley, MA 02481 |
| 781-446-8914 |
| 855-576-0396 fax |
| robert.edmunds@ubs.com |
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As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.
I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come.