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Bernardo Arcos, Financial Advisor

FINANCIAL ADVISOR
Bernardo Arcos

2767 S State Road 7 Suite 202, Wellington, FL 33414opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Portfolio Reviews

About Bernardo

*WHY EDWARD JONES?
I can speak from experience. As an Edward Jones client for a decade before becoming a financial advisor, I witnessed how this guidance was instrumental in identifying, creating and protecting a financial roadmap to our personal goals for retirement, education, cash reserves and insurance. Reciprocating that experience to individuals, families and businesses is a blessing.

*WHAT ABOUT FAMILY?
Melissa and I have been friends since the 1st grade and began our marriage in Texas in 2007. She has worked with orphanages, day cares and schools since her teenage years. Melissa is now a dual language coach in New...

Work History

  • Edward JonesDecember 2017 to Current

Education

  • Ball State UniversityBachelor of Arts

Personal Interests

  • Volunteering
  • Fishing
  • Traveling
  • Horseback Riding
  • Sustainability

Team Members

  • Nicole Gregory
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(561) 202-0083

Fax

(855) 741-7446

Office Address

2767 S State Road 7 Suite 202
Wellington, FL 33414opens in a new window

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