The Financial Advisors
Robinswood Financial Advisors have seventy-five years of combined experience in the financial services industry
Bank of America
Dean Witter Reynolds
EQ Financial Five Cedars Financial
The Legacy Group
Merriman Capital Management
Investment decisions are based largely on the strategy, philosophy, and research results of our investment team. Each investment advisor is a member of the investment team that continually explores and evaluates investment vehicles and financial planning issues and topics. This ensures that the Robinswood core beliefs and investment philosophy are consistently applied to your account.
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.
The Financial Advisors
Edward L. Ward, CFS, BCE
Principal / Financial Advisor | firstname.lastname@example.org
Ed is CEO of both Robinswood & Co. and Robinswood Financial.
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. 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 airplanes, float planes, and helicopters. Ed is a member of the Helicopter Air Operations Team for RAVEN (Regional Aviation Enterprises) under the Office of Emergency Management, and a member of the King County Search and Rescue Unit. Ed is a 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.)
Robert W. Guild, CLU, CHFC, CFS
Financial Advisor | email@example.com
Bob joined Robinswood Financial after nearly 20 years in the financial services industry, specializing in individual and small business legacy planning. He is a 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).
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 grown children. He also enjoys golf, travel, aviation, and military history. In his spare time, Bob volunteers with several local charities.
Jeanne MacRae, CFP®, CDFA®, CRPC®
Financial Advisor | firstname.lastname@example.org
Jeanne specializes in retirement planning strategies. She serves successful clients that are ready to live their lives intentionally. 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 retirement, college, estate transfer or new life adventures.
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, together, 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)
The best advice is to start NOW. When you start dealing with the facts of your financial situation, the fiction has less time to twirl around in your head causing doubt and despair over your future. One focus is your Return on Investments (ROI). Having your money give you a Return on Life (ROL) is the real objective. Armed with the facts, you can be on the road to reaching financial peace of mind.
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™ (CFP®) designation (2004) and Chartered Retirement Planning Counselor® (CRPC®) designation (2008) and the Certified Divorce Financial Analyst® (CDFA®) (2013). In her prior life, she held management 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, her Condo association and other organizations. She is a member of Financial Planning Association (FPA) and has been a member of American Association of University Women (AAUW) and Accounting and Financial Women Affiliation (AFWA). She has served with Volunteer Optometric Service to Humanity (VOSH), traveling to developing countries to serve remote communities with their eye care needs. She loves spending time with her grown son, his wife and his family in Redmond. Her two granddaughters are now off to college and it is a joy to watch them find their path. She enjoys golfing, swimming, reading, travel (when it is safe again!) and visiting her Minnesota family.
Financial Advisor | MacRae@robinswood.com
Robert comes to Robinswood with thirty years of business experience. He has served in management roles and provided consulting services to some of the top corporations in the world. His passion for helping others achieve success has led to his success. He now brings that desire to help others to Robinswood. Robert was drawn to Robinswood’s commitment to putting the client first and strong ethical reputation. The investment philosophy was also a key determinant for Robert. Believing in the strategy and working with people who share his values was important. Robert is excited to be part of the Robinswood family and bring his years of business experience to the team. Robert and his wife Amy have been married for almost 25 years, have two daughters, one in college (Chapman) and one at Redmond High.
Away from work, Robert is an active volunteer in his daughter’s high school track team, theatre productions, and other extra-curricular activities. His current passion and hobby is sailing. Robert is a member of the Neptune Sailing Club that sails in the waters just outside our offices.
At least once a month, your investment advisor carefully reviews your account.