Merrill
47yrs
Top 1% by experience in Naples
18yrs
Robert Edwards
Financial advisor at Wells Fargo Advisors
Robert Edwards has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Naples, Florida. Robert has been with Wells Fargo Advisors since 2024; before that, Robert spent two years at Riverglades Family Offices and two years at Antonetti Capital Management. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors in Florida
Office5811 Pelican Bay Blvd Suite 600, Naples, FL 34108
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2016 – 2024Wells Fargo Clearing Services, LLCPreviously
- 2014 – 2016Riverglades Family Offices, LLCPreviously
- Sep 2012 – Aug 2014Antonetti Capital Management, LLCPreviously
- 2009 – 2011Wells Fargo Clearing Services, LLCPreviously
Contact Robert
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Robert. 5811 Pelican Bay Blvd Suite 600Naples, FL 34108Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Robert Edwards. Robert works from the Naples, FL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2009, about 18 years. More experience than 55% of advisors in Florida.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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