McWillie Robinson

Background

About McWillie Robinson

WHO DO I HELP: Business Managers, Business Executives, Healthcare Professionals, Engineers, Career-Changers, and Retirees PEOPLE PARTNER WITH ME TO:* Develop a goal-based strategy to use surplus cash, surplus income, or an inheritance to prepare for retirement, live as desired through retirement, or minimize college expenses for a loved one * Consolidate old employment retirement plans (e.g. 401K, 403B, 457, SEP IRA, or SIMPLE IRA)* Consolidate retirement accounts (e.g. Traditional IRA or Roth IRA)* Consolidate or review existing non-retirement brokerage accounts * Start a new or review an existing retirement plan for their business or organization * Work with their existing CPA and estate attorney or develop a relationship with one of your established professional partners to manage their tax and estate planning needs HOW DO WE WORK TOGETHER: I want to understand what is important to you. I use an established process to create customized strategies with efficient and effective solutions to accomplish your competing goals. We will partner together throughout your life to help you stay on track. TOGETHER WE VERIFY THAT YOU:* Are understood, informed, and involved * Have a cash flow strategy and maximize its use * Help protect assets with the right types and amounts of life insurance and/or disability insurance * Select and rebalance investments using a suite of options * Stay current with shifting economic and market dynamics * Have a personal relationship with me and my Branch Office Administrator Wendy White, who will know your personal situation and can ensure that your beneficiaries never have to call an 800 number to understand what to do next Is it a good idea for us to start a conversation? Contact me today at 601-420-9685 or mcwillie.robinson@edwardjones.com Learn more about me at For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see