Robert E. “Bobby” Jones Jr.
After 11 successful years in the private club and resort management business, with the final 7 years being in resort real estate, Bobby and his family chose to place roots in Western North Carolina, which required a career change. Having joined The Palmer Group family as a client in 2007, it was an easy decision to join the team professionally when asked by Jeff Palmer in 2008. Under Jeff’s tutelage, Bobby gained his financial planner designation and began receiving recognition for his successes. In 2014, Bobby established his own practice, Edwin Yeates Financial Services.
Bobby has been a qualifying member of the “Million Dollar Round Table*” (an industry organization promoting excellence and the highest of ethical standards in the financial services industry) and a member of the Financial Planning Association, and he is currently enrolled in the required classes to obtain his CERTIFIED FINANCIAL PLANNER™ certification. Further, he attends several annual educational meetings that enable him to continue growing the knowledge he has to offer clients.
Bobby grew up on Lookout Mountain in Tennessee and attended the Baylor School before graduating from the University of South Carolina with a degree in business administration/marketing. He is married to Avery and they have two boys, Thompson and William. When not in the office, Bobby enjoys both mountain and road biking, fly-fishing, and spending time with family. He has also led several financial literacy classes in the past.
*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit https://www.mdrt.org/
Avery is a North Carolina native who, after graduating from Salem College, worked for eight years as a development professional in the nonprofit sector, working for camps and private schools. After the birth of her first son, Avery focused on her role as mother and offered consulting services in the areas of advancement until the birth of her second son four years later. At that time, Avery transitioned her skills into the area of finance as a bookkeeper and property association manager. Today, she is the business manager for Edwin Yeates (while still wearing the bookkeeper and manager hats). Outside Edwin Yeates, her favorite hats are those of volunteer, cyclist, outdoor enthusiast, and of course (and most important!), wife and mom.
Kennedy joined Edwin Yeates Financial Services in July of 2020 as an Administration Assistant. She is from Massachusetts but could not avoid the draw of the south attending the University of Mississippi where she earned her Bachelor’s degree in Economics. Kennedy has been a client service representative at MFS Investment Management and enjoys teaching dance, exercising, and reading in her free time. In her role, Kennedy will provide office support functions such as preparing and submitting documents, opening new accounts, initiating and tracking money movement, and monitoring various activities for our office.