Broker Check
Robert Eddy Jr., CLU®, ChFC®, REBC®

Robert Eddy Jr., CLU®, ChFC®, REBC®

Managing Partner Robert Eddy Jr., CLU®, ChFC®, REBC®, has more than three decades experience providing professional financial guidance to individuals and business leaders alike. His commitment to learning, industry involvement and experience has led to the valuable knowledge that he offers to his clients.

Robert has a broad range of experience including:

  • Comprehensive Financial Planning
  • Investment Management
  • Insurance Planning
  • Business Succession Planning
  • Corporate Retirement Plans and Executive Benefits
  • Estate and Charitable Planning Strategies

Robert appreciates the opportunity to successfully guide his clients through an effective financial planning process, as well as to address financial, business, and estate planning strategy challenges and opportunities. His leadership and strategic planning experience make a unique contribution to the process and, more importantly, the outcome. In addition, he values and encourages collaboration among the many advisors who are part of a clients team.

Robert has been recognized for his knowledge in the financial services industry. Robert has been honored to make presentations on financial and business related topics and has been quoted in publications such as Advisor Today. Robert has made numerous presentations to organizations including Lafayette Bar Association, Louisiana Society of CPAs and the Baton Rouge Business and Tax Planning Council. In addition, he has provided continuing education presentations for local, state and national meetings for the National Association of Insurance and Financial Advisors.

Education

  • Louisiana State University Bachelor of Science in Business Administration, Major in Finance
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Registered Employee Benefits Consultant (REBC®)

Industry Involvement

  • National Association of Insurance and Financial Advisors (NAIFA)
    • National Board of Trustees, 2004 - 2006
    • National Government Relations Committee, Chair, 2012 - 2014
    • National Member Benefits Committee, Chair, 2001 - 2004
    • National Professional Development Committee, Chair, 1999 - 2001
    • Louisiana President, 1997 - 1998
    • Louisiana Young Advisor of the Year, 1988
    • Louisiana Advisor of the Year, 2000
    • Acadiana President, 1990 - 1991
    • Acadiana Life Underwriter of the Year, 1992 & 1998
  • Financial Planning Association, Member
  • Society of Financial Service Professionals, President, 1990 - 1991

Community Involvement

  • United Way of Acadiana, Board of Directors and Executive Committee
  • One Acadiana (formerly Greater Lafayette Chamber of Commerce), 2013 Chair of Board of Directors
  • Community Foundation of Acadiana, Board of Directors and Executive Committee
  • Louisiana State University, Department of Business Dean's Advisory Council
  • University of Louisiana Foundation, Past Board of Trustees & Executive Committee
  • Our Lady of Lourdes Regional Medical Center, Past Chair and Board of Trustees
  • Our Lady of Lourdes Foundation, Past Chair and Board of Directors
  • Lafayette Education Foundation, Past Chair and Board of Trustees
  • Cathedral Carmel Foundation, Past Chair and Board of Directors
  • St. Thomas More High School, Past Advisory Board