Rob  Edwards

Rob Edwards Email and Phone Number

Financial Advisor and Senior PIM® Portfolio Manager at Edwards Asset Management @ Edwards Asset Management
Rob Edwards's Location
Naples, Florida, United States, United States
Rob Edwards's Contact Details

Rob Edwards work email

Rob Edwards personal email

n/a
About Rob Edwards

In working with high net worth families, I know that with more money and prosperity comes complexity and the potential for making mistakes.But, with all of the noise around money, how is anyone supposed to know what to do or which financial professional to hire?That’s where I come in.As a financial advisor, I have one goal: To help clients make more thoughtful and intentional money decisions so that they can enjoy the best version of their life.The hallmarks of this mission include:• A clients-first philosophy of financial advice and stewardship• A process designed to keep clients on track to achieve their goals• Portfolios built to help clients weather most market conditionsSo, if you’re looking for a unified wealth management experience that helps unlock the full potential of your wealth, connect with or follow me. When you’re ready, reach out and we’ll chat one-on-one. I’ll show you how to connect your money with what matters most to you and protect your legacy each step of the way.There is a version of your life where your entire financial reality is supported and aligned. Don’t miss out on the full potential your wealth can provide for you and your family when lasting clarity, balance, and protection are well within your reach.-----------------------------------------------The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.This information is intended for use by residents of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, and WY only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Rob Edwards's Current Company Details
Edwards Asset Management

Edwards Asset Management

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Financial Advisor and Senior PIM® Portfolio Manager at Edwards Asset Management
Rob Edwards Work Experience Details
  • Edwards Asset Management
    Managing Director
    Edwards Asset Management Nov 2024 - Present
    Naples, Florida, Us
  • Edwards Group Of Wells Fargo Advisors
    Managing Director - Investments
    Edwards Group Of Wells Fargo Advisors Oct 2016 - Nov 2024
    Naples, Florida, Us
  • Halstatt
    Senior Investment Associate
    Halstatt Jun 2012 - Sep 2016
    Naples, Florida, Us
    Halstatt, a Naples, FL-based family office, is the operational and investment arm of the Sproul Family. Halstatt and its network of affiliated firms manage capital across a broad range of asset classes as well as that of a select number of family office and institutional investors.While at Halstatt, I was primarily responsible for managing the firm's diversified investment portfolio, which included stocks, bonds, commodities, and hedge funds interests.

Rob Edwards Skills

Problem Solving Family Office Behavioral Finance

Rob Edwards Education Details

  • University Of Notre Dame - Mendoza College Of Business
    University Of Notre Dame - Mendoza College Of Business
    Investment Management
  • Florida State University
    Florida State University
    General

Frequently Asked Questions about Rob Edwards

What company does Rob Edwards work for?

Rob Edwards works for Edwards Asset Management

What is Rob Edwards's role at the current company?

Rob Edwards's current role is Financial Advisor and Senior PIM® Portfolio Manager at Edwards Asset Management.

What is Rob Edwards's email address?

Rob Edwards's email address is ro****@****ors.com

What schools did Rob Edwards attend?

Rob Edwards attended University Of Notre Dame - Mendoza College Of Business, Florida State University.

What skills is Rob Edwards known for?

Rob Edwards has skills like Problem Solving, Family Office, Behavioral Finance.

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