Edward B. Roberts

Edward B. Roberts

LPL Financial Advisor

Phone: 740-947-8110
Fax: 740-941-3203
E-mail:
 

Ed Roberts is the co-owner of OakBridge Financial Partners, LLC. Ed began his career in the financial services industry in 1999 when he joined Northwestern Mutual as a college intern. In the spring of 2000, he joined LPL Financial as a financial advisor, where he met his current business partner, D.R. Robinson. Together, they co-founded OakBridge Financial Partners, LLC in Waverly Ohio.

As an LPL financial advisor, Ed advises clients on a daily basis, offering investment services, retirement planning, and financial planning. He has extensive experience in the investment world with a relentless pursuit for perfection in every aspect of his business.

Ed's academic credentials include a Bachelor of Science in Business Administration from Shawnee State University (Magna Cum Laude), along with holding the Series 7 and 63 securities registrations through LPL Financial, and Life and Health licensure through the state of Ohio. Also, Ed is registered through the state of Ohio as an Investment Advisor Representative through LPL Financial.

Ed and his wife Sarah reside in Pike County and have two wonderful children. He enjoys spending time with his family, likes to hunt, and is an avid golfer.