About Us
The Advisors
Robinswood Financial advisors have a half-century of combined experience in the financial services industry working with Dean Witter Reynolds, EQ Financial, The Legacy Group, Chubb Group, Allstate Financial, and Merriman Capital Management. We work with our clients according to a committed customer-first, relationship-based philosophy.
Let us share with you our professional and personal experiences. They define much of who we are as individuals as well as investment professionals.
Edward L. Ward, CFS, BCE
Financial Advisor | ed@robinswoodfinancial.com
Ed has been selected by Seattle Magazine as a Seattle FIVE STAR: Best in Client SatisfactionSM Wealth Manager for three years in a row — 2007, 2008, and 2009. The “Best of Seattle” awards are based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.
Ed started in this industry with Dean Witter Reynolds in the commodities department and later worked on the floor of the Pacific Stock Exchange. Prior to establishing Robinswood Financial, Ed managed $320,000,000 as an investment advisor with Merriman Capital Management. Ed has five NASD securities licenses. He is a Certified Fund Specialist (CFS) and he is Board Certified in Estate Planning (BCE). Ed is a former member of the Board of Directors for the Puget Sound Chapter of the Financial Planning Association (FPA), and is a current member of the East King County Estate Planning Council (EKCEPC).
Ed works with clients to develop an understanding of their financial needs and concerns. Based on this understanding, he recommends investment strategies that clients can use to better achieve their objectives. Ed maintains regular contact with clients to make sure their accounts are running smoothly and are appropriate for their risk tolerance and lifestyle.
Ed spends his free time developing a vineyard and flying float planes, although he values his time with his wife and two daughters the most. Ed is a top pilot for Angel Flight and regularly volunteers his time as a pilot providing transportation around the country for patients fighting cancer. (Read the article "Angels in the skies" in the June 11, 2007 issue of The Oregonian.)
Read more about Ed Ward.
Robert W. Guild, CLU, CHFC, CFS
Financial Advisor | bob@robinswoodfinancial.com
Bob joined Robinswood Financial after nearly 20 years in the financial services industry, specializing in individual and small business legacy planning. He is an active member of the Financial Planning Association (FPA), the East King County Estate Planning Coucil (EKCEPC) and is a former board member of the Seattle/Eastside chapter of the National Association of Insurance and Financial Advisors (NAIFA).
Bob earned his Bachelor’s degree in Business Administration from Washington State University. He holds the professional designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Fund Specialist (CFS). He is currently pursuing his designation as a Certified Financial Planner (CFP).
Bob’s objective with each client is threefold: First, listen to their story, uncovering and understanding their goals. Second, craft a personal plan to meet their short-, mid-, and long-term financial needs. And third, use appropriate savings and investment strategies in reaching those goals. Bob’s commitment to his client’s personal needs, goals, and concerns is foremost. This client-first focus helps him cultivate long-term relationships with his clients.
Bob enjoys spending his time with his wife, Susan, and their two children. He also enjoys golf, baseball, softball, travel, aviation history, and military history. In his spare time, Bob volunteers with several local charities.
Read more about Bob Guild.
Jeanne Forrey, CFP®, CRPC®
Financial Advisor | jeanne@robinswoodfinancial.com
Jeanne specializes in retirement planning strategies. She serves successful clients that are ready to live their lives intentionally. You may be close to or at the point of phasing out your professional life and moving toward new life adventures. By serving as your essential partner, she endeavors to understand your situation, your needs and what you want to accomplish. As a CFP®, she tailors a strategy for you to assist you in reaching your unique life goals for college, retirement, estate transfer or “fifth wheeling”.
It is tough to find the time to create a strategy to achieve your life goals and even tougher to implement it. That’s why the advisory process can make it easy for you. Following these four steps, we can develop and maintain a sound financial strategy.
- Identify your objectives, risk tolerance and time horizon
- Consider costs, tax implications, market conditions and asset allocation
- Recommend and implement your investment strategy
- Monitor and adjust to changes (personal and market)
Jeanne joined Robinswood Financial coming from Merrill Lynch. She is passionate about serving her clients well. To that end, she has achieved her Certified Financial Planner™ designation and Chartered Retirement Planning Counselor® designation. In her prior life, she held positions in the dental, optical and manufacturing industries (L’eggs Pantyhose being one rich in “war stories”).
Jeanne has served her community on the boards of Kirkland Rotary, Kirkland Performance Center, Kirkland Woman’s Club and other organizations. Currently, she is active with VOSH (Volunteer Optometric Service to Humanity) where her husband Jeff is a member on their International Board. She loves dancing (West Coast Swing) with her husband and spending time with her grown son and his family in Redmond. When time allows it, she enjoys golfing, swimming, reading and visiting her Minnesota family.
Read more about Jeanne Forrey.