Morgan Stanley
43yrs
Top advisor by experience in Marco Island
8yrs
Bob Weigel
Financial advisor at Edward Jones
Bob Weigel has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Marco Island, Florida. Bob has been with Edward Jones since 2018. Bob holds the CFP® designation.
One of 64 advisors with offices in Marco Island, and one of 59 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office950 N Collier Blvd Suite 207, Marco Island, FL 34145
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowEdward JonesCurrent firm
Questions to ask Bob
Tailored to Bob’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 Bob
How do I contact Bob?
Call Bob’s local office at (239) 970-8100 or the Edward Jones main office at (314) 515-2000, and ask for Bob Weigel.
How long has Bob been a financial advisor?
Bob has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Bob hold?
Series 66. Tap any license on this page to see what it allows.
Is Bob a fiduciary?
Bob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bob paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Bob 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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