Bob Weigel, Financial Advisor

Focus Areas

  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Charitable Giving

About Bob

As a CFP® practitioner with Edward Jones on Marco Island, Florida, I coordinate the financial issues facing a select group of families in Southwest Florida and nationally. I focus on high-net worth individuals, affluent families, retirees, successful business owners and corporate executives who value comprehensive sophisticated solutions and strategic implementation. I bring warmth, compassion and personal coordination that clients find distinctive.

I joined Edward Jones following a 20 year career where I was devoted to tax consulting and amassed extensive experience with closely held businesses to maximize personal and business value.

Services Include
• Taxation Strategy Coordination and Collaboration
• Estate...

Work History

  • Edward JonesFebruary 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CKA®

    Certified Kingdom Advisor®

Education

  • Southern Baptist Theo SeminaryMaster of Theology
  • Univ of Wisconsin,MilwaukeeBachelors

Personal Interests

  • Scuba Diving
  • Chess
  • Health & Nutrition
  • Animal Rescue
  • Reading

Team Members

  • Daniel Reid
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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