Rob  Edwards
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Rob Edwards Email & Phone Number

Financial Advisor and Senior PIM® Portfolio Manager at Edwards Asset Management at Edwards Asset Management
Location: Naples, Florida, United States 3 work roles 2 schools
1 work email found @wellsfargoadvisors.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@wellsfargoadvisors.com
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Current company
Role
Financial Advisor and Senior PIM® Portfolio Manager at Edwards Asset Management
Location
Naples, Florida, United States

Who is Rob Edwards? Overview

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Quick answer

Rob Edwards is listed as Financial Advisor and Senior PIM® Portfolio Manager at Edwards Asset Management at Edwards Asset Management, based in Naples, Florida, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Rob Edwards.

Rob Edwards previously worked as Managing Director at Edwards Asset Management and Managing Director - Investments at Edwards Group Of Wells Fargo Advisors. Rob Edwards holds Master Of Business Administration - Mba, Investment Management from University Of Notre Dame - Mendoza College Of Business.

Company email context

Email format at Edwards Asset Management

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{first}.{last}@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Rob Edwards. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Problem Solving, Family Office, and Behavioral Finance.

Current workplace

Rob Edwards's current company

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Edwards Asset Management
Edwards Asset Management
Financial Advisor and Senior PIM® Portfolio Manager at Edwards Asset Management
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3 roles

Rob Edwards work experience

A career timeline built from the work history available for this profile.

Senior Investment Associate

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.

Jun 2012 - Sep 2016
2 education records

Rob Edwards education

Master Of Business Administration - Mba, Investment Management

University Of Notre Dame - Mendoza College Of Business

Bachelor'S Degree, Finance, General

Florida State University
FAQ

Frequently asked questions about Rob Edwards

Quick answers generated from the profile data available on this page.

What company does Rob Edwards work for?

Rob Edwards works for Edwards Asset Management.

What is Rob Edwards's role at Edwards Asset Management?

Rob Edwards is listed as Financial Advisor and Senior PIM® Portfolio Manager at Edwards Asset Management at Edwards Asset Management.

What is Rob Edwards's email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Rob Edwards at Edwards Asset Management.

Where is Rob Edwards based?

Rob Edwards is based in Naples, Florida, United States while working with Edwards Asset Management.

What companies has Rob Edwards worked for?

Rob Edwards has worked for Edwards Asset Management, Edwards Group Of Wells Fargo Advisors, and Halstatt.

How can I contact Rob Edwards?

You can use AeroLeads to view verified contact signals for Rob Edwards at Edwards Asset Management, including work email, phone, and LinkedIn data when available.

What schools did Rob Edwards attend?

Rob Edwards holds Master Of Business Administration - Mba, Investment Management from University Of Notre Dame - Mendoza College Of Business.

What skills is Rob Edwards known for?

Rob Edwards is listed with skills including Problem Solving, Family Office, and Behavioral Finance.

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