Robert T. Edwards
Chief Executive Officer, Chief Investment Officer, Senior PIMĀ® Portfolio Manager
For more than 30 years, Bob Edwards has worked with individuals, families, and business owners to help them navigate important financial decisions throughout retirement and beyond. As Chief Executive Officer of Edwards Asset Management, Bob has helped shape the practice’s commitment to personalized guidance, long-term relationships, and comprehensive wealth management.
Throughout his career, Bob has believed that wealth planning begins with understanding what matters most to each client. He works closely with clients and their professional advisors, including attorneys and tax professionals, to help coordinate investment, retirement, estate, and legacy planning strategies tailored to each family’s unique goals and circumstances.
In addition to serving clients, Bob has participated in educational programs and professional conferences within the financial services industry, sharing insights and perspectives with fellow professionals. He remains committed to helping Edwards Asset Management provide thoughtful guidance while fostering lasting relationships built on trust, communication, and personal service. A Naples resident for more than 40 years, Bob has long been involved in supporting the Southwest Florida community. He serves on the board of the Guggenheim Museum in Venice and as a trustee of the Naples Children & Education Foundation. Together with his wife, Terry, he has supported numerous charitable, educational, and arts organizations, including leadership roles with the Naples Winter Wine Festival and the Naples Zoo gala.
Outside the office, Bob and Terry enjoy collecting modern art, traveling, and spending time with their family. They are proud parents of three accomplished children and value the relationships they have built within the Naples community over the past four decades.