Broker Check
Jeff Roberts, CWA®

Jeff Roberts, CWA®

Director, Financial Advisor

Since joining the firm in 1982, Jeff has worked with many clients to develop disciplined strategies to help them pursue their financial goals.  From 1997 to 2003, Jeff served as Branch Manager of the Hurstbourne office, the largest in Louisville at that time.  From 2003 to 2019, Jeff was partnered with Don Kohler until his retirement.

Jeff is a Director at Baird and holds the Chartered Wealth Advisor ® designation.  He brings over 35 years of investment experience of working with multiple generations of families, business owners, non-profits and foundations.

Jeff has a B.A. with honors from Vanderbilt University, and is a graduate of both the Securities Industry Institute and Wealth Planning Certification program at the Wharton School of Business, University of Pennsylvania.

Outside the office, serves as a board member of the Louisville Orchestra and as current head of search committee for a new executive director.  Jeff has been a past Finance Chairman of 2nd Presbyterian Church, board member at the Cabbage Patch, Wayside Christian Mission, Kilgore Samaritan Counseling Center, Baptist Hospital East, and Baptist Health Systems.  He and Paula just celebrated 40 years of marriage and enjoy spending time with their four grandchildren.  He also enjoys running, reading and golf.