Rob Edwards, a Naples-native, is a Managing Director at Edwards Asset Management. He helps high-net-worth families navigate the complexities of their wealth — bringing clarity and control through wealth planning, investment strategy, and comprehensive portfolio management. A particular focus of his practice is helping affluent families relocate to Florida maximize the state’s wealth advantages.
Rob helps lead a team managing more than $3 billion in client assets1 and is a sought-after voice in financial media, having been quoted and featured in the Wall Street Journal, Entrepreneur, Forbes, Kiplinger, TheStreet.com, Yahoo!Finance, GOBankingRates, and NBC News, among others. His commentary covers retirement planning, high-net-worth wealth strategy, and the financial implications of relocating to Florida — topics on which he has been sought by national editors and producers.
Rob began his career in 2008 during the depths of the Global Financial Crisis, an experience that defined his belief that sound financial advice requires not just investment expertise, but the discipline to manage risk and guide investor behavior through uncertainty. Prior to serving high-net-worth families, Rob led portfolio decisions as a Senior Investment Associate at a Naples-based single-family office managing capital across multiple asset classes.
He holds an MBA with a concentration in Investment Management from the University of Notre Dame’s Mendoza College of Business, and a BS in Finance from Florida State University. He holds FINRA Series 7, 63, and 65 registrations.
Rob has been an active supporter of the David Lawrence Centers since 2012, when he got involved with the DLC Advocates. Since then, he has joined the Board of Directors, where he has served as Vice Chairman and Treasurer. In addition, Rob serves on the Professional Advisor Council of the Collier Community Foundation.
Rob publishes a regular investor newsletter and maintains an active media presence at RobEdwardsWealth.com.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Edwards Asset Management is a separate entity from WFAFN.
1 As of 7/31/2026