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portrait of Bob Coston
FINANCIAL ADVISOR

Bob Coston

AAMS™
311 Park Place Blvd N, Suite 640, Clearwater, FL 33759opens in a new window
Serving clients with $500,000
CallSend Me a Message

About Bob

I am a U.S. Marine Corps veteran and longtime Clearwater resident involved in several local civic organizations: Rotary Club, Pinellas Education Foundation, the Alzheimer's Association and Southeastern Guide Dogs, among others.

Having grown up working in my family's business and later becoming a business owner myself, I approach serving my clients through the lens of a small business owner, understanding what's most important to them and the sacrifices they make.

Navigating the ever-changing tax code can be complex. I work with clients' tax professionals to help ensure they are properly prepared.

My purpose is to leave a professional legacy of helping families reach...

Focus Areas

  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • LGBTQ+ Finances
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesApril 2013 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Florida State UniversityBachelor of Science

Personal Interests

  • History and Museums
  • Reading
  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast

Team Members

  • Lisa Best
    Sr. Branch Office Administrator
  • Shannon Corrado
    Sr. Branch Office Administrator
  • Andrea Mungo
    Sr. Branch Office Administrator
  • Barbara Sadorf
    Sr. Branch Office Administrator
  • Rhea Eiring
    Branch Office Administrator
  • Morgan Laine
    Branch Office Administrator
  • Robin Zancara
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(727) 461-7769

Fax

(888) 480-2055

Office Address

311 Park Place Blvd N
Suite 640
Clearwater, FL 33759opens in a new window

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