Robert Eddy Jr.

Financial Planner,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy and Small Business

Worried About Market Volatility?

If market volatility has you feeling worried, it’s important not to let emotions get in the way. There are some things you should consider that may help manage expectations when markets start moving.

About Robert

Robert Eddy Jr., CLU, ChFC, REBC, has more than three decades experience providing professional financial guidance to individuals and business leaders alike.

Robert's services include financial, insurance, estate, charitable planning and investment management as well as corporate retirement plans, executive benefits, and business succession planning.

I'm Most Proud Of: having the opportunity to assist clients achieve their financial goals.

Chairmans Council

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Planning-for-Small-Business

As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Experience

  • Financial Planner

    Prudential Advisors

    August 1982 - Present | Lafayette La

The Prudential Difference

    • Variable Annuities: AL, AZ, CO, DE, GA, IL, LA, MS, NJ, PA, SC, TX
    • Securities License: AL, AZ, CO, IL, LA, MS, OK, OR, SC, TX, UT
    • Variable Life Insurance: AL, AZ, CO, DE, GA, IL, MS, NJ, PA, SC(LA License #110154)( TX License #822916)
    • Fixed Annuities: AL, AZ, CO, DC, DE, GA, IL, MS, NJ, PA, SC, VA( AR License #834433)(LA License #110154)( TX License #822916)
    • Life Insurance: AL, AZ, CO, DC, DE, GA, IL, MS, NJ, PA, SC, VA( AR License #834433)(LA License #110154)( TX License #822916)

Robert Eddy is associated with the Southern Financial Associates Office, 409 W Parkway Place, Suite 100, Ridgeland, MS, 39157-6031, Managing Director: Patrick Mccraw, Phone: 601-503-2140. Robert Eddy offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Robert Eddy offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.