JOEL ROBERTS
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Joel Roberts is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{city=Stevens, display_country=United States, hs_object_source_detail_1=Find a CEPA April 2026, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=joel-roberts, profile_name=Joel Roberts 80, lname=Roberts, hs_object_source_id=enrollmentId:2514395833988;actionExecutionIndex:0, hs_createdate=1778252797704, cohortium_profile_title=Joel Roberts | Financial Advisor at Edward Jones | CEPA Connect Member, id=54490161071, advisor_type=Financial Advisor, custom_page_title=Joel Roberts, email=joel.roberts@edwardjones.com, cohortium_meta_description=Connect with Joel Roberts, a specialized Financial Advisor working with Edward Jones., associated_contact_record_id=213933763448, website=Edwardjones.com, contact_is_part_of_listsegment_cepa_connect_access=true, cepa_connect_profile_created=1778597812240, is_editable=editable, url_slug_2=joel-roberts, impersonate_user_url=https://exit-planning-institute.org/member-detail/joel-roberts?impersonation=true, full_name=Joel Roberts, hs_lastmodifieddate=1778597812793, phone=+1 717-283-7613, company_name=Edward Jones, name=Joel, hs_object_id=54490161071, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=17578, username=joelrobertsedwardjones, status=Published}
- Advisor Type: Financial Advisor
- Website:
https://Edwardjones.com - Phone: +1 717-283-7613
- City: Stevens
- State:
- Postal Code: 17578
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
