Bob Weigel Cfp® Email & Phone Number

As a CFP® practitioner with Edward Jones on Marco Island, Florida, I coordinate the financial issues facing a select group of families in Southwest Florida and nationally. I focus on high-net worth individuals, affluent families, retirees, successful business owners and corporate executives who value comprehensive sophisticated solutions and strategic implementation. I bring warmth, compassion and personal coordination that clients find distinctive.I joined Edward Jones following a 20 year career where I was devoted to tax consulting and amassed extensive experience with closely held businesses to maximize personal and business value.Services Include• Taxation Strategy Coordination and Collaboration• Estate Planning Partnering and Implementation• Risk Identification and Management• Financial Strategies• Cash Management• 401(k) Rollovers• Business Succession PlanningA significant part of our practice focuses on families going through life transition (loss of spouse, divorce, buying or selling a business).When not working, one can find me scuba diving, playing chess, reading and volunteering. Along with my wife of 25 years, Sarah, we together enjoy traveling, PEZ dispenser collecting, family and experiencing the daily joys of living in the paradise of Southwest Florida.Dan, my branch office administrator, and I are here to serve our community. Whether working or volunteering, we are committed to being your family's personal financial office that coordinates every aspect of your financial life through superior service where you are valued, comfortable, and understand the why and when of your financial goals.Wealth is built using sound judgment, substantial planning, and anticipation of a prosperous future. We seek opportunities through continuous communication, mutual respect and education. Our objective is to guide you through life’s most critical financial events by breaking down big decisions into small, manageable steps, with realistic expectations, so that you can fully embrace your present and look forward to your future.

Listed skills include Tax, Property Tax, Fixed Assets, Corporate Tax, and 23 others.