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Nick Schaefer, Financial Advisor

FINANCIAL ADVISOR
Nick Schaefer

CRPC™
9180 Galleria Ct Suite 200, Naples, FL 34109opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Military Professionals & Veterans

About Nick

I am in this business because I love to partner with individuals, businesses and families to navigate their complex financial lives. I help my clients make sense of the overwhelming amounts of financial information that bombard our everyday lives. My clients appreciate timely responses from my branch team and the personal touch that is hard to find anywhere else.

I began my Edward Jones career in 2015 and have been serving in this industry since 2010. This industry is fascinating, and I consider myself so blessed to be able to play such an important role in my clients lives. I find...

Work History

  • Edward JonesSeptember 2015 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Florida Gulf Coast UniversityBachelor of Science

Personal Interests

  • Baseball
  • Golfing
  • Fishing
  • Football
  • Personal Fitness

Team Members

  • Janet Rossano
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(239) 596-5104

Fax

(855) 522-1055

Office Address

9180 Galleria Ct Suite 200
Naples, FL 34109opens in a new window

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