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Wayne Roberts

Principal,
Head of New Market Opportunities

    At A Glance

    • Joined Edward Jones in 1994
    • Enterprise Leadership Team Member
    • Named an Edward Jones principal in 2008

    Wayne Roberts serves as Edward Jones' Head of New Market Opportunities, responsible for the development and implementation of business segment strategies, as well as developing future market and business segment opportunities. Wayne serves on the Enterprise Leadership Team, which is responsible for providing advice and counsel to the managing partner in helping the firm grow its impact and create value for clients, colleagues and communities today and in the future. He also is the leader of the business segment forum.

    Wayne joined Edward Jones in 1994 as a branch operations specialist in Beaverton, Ore. That same year, he married his wife, Melissa. He opened the firm’s first branch office in Eureka, Calif., and in 1995 assumed responsibility for an office in Crescent City, Calif.

    As a financial advisor, Wayne helped grow the firm and advance its strategic priority of market-tailored growth by recruiting more than 20 financial advisors and hosting two asset-sharing plans. He also embraced the firm's rich history of volunteerism by helping other financial advisors in his region, serving in a variety of leadership roles. He served as a regional leader from 2006 to 2008, providing leadership to branch teams in southern Oregon and northern California and growing the region from 65 to more than 90 financial advisors.

    In 2008, Wayne was named an Edward Jones principal. Later that year, he and Melissa and their daughters, Morgan and Kendall, relocated to the firm's St. Louis headquarters where he led Financial Advisor Recruiting.

    In 2011, Wayne assumed leadership of Area 4 in Branch and Region Development. In 2013, he moved to the firm's Tempe Campus in Phoenix to lead the Western division of Branch and Region Development. He returned to St. Louis in 2018 to lead Tailored Solutions within the Client Strategies Group. He became responsible for leading the New Business Segment in 2019 and in 2020, became Head of Business Segments.

    Wayne and his wife are natives of Oregon, and both graduated from Linfield College in McMinnville, Ore., with bachelor’s degrees in finance. Wayne earned his MBA from Washington University in St. Louis in 2018.

    Wayne enjoys spending time with family and outdoor activities including bowhunting, fly fishing, snow skiing and golf. He is also a former competitive team roper.

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