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Rob Nelson Jr - Financial Advisor in North Port, FL

Rob Nelson Jr

Financial Advisor

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I am passionate about my clients and love what I do!In 2009, I began my Edward Jones career after spending time in corporate America, running my own business and working as an educator. As an Edward Jones financial advisor, I believe it&rsq...... Show More
Location & Business Hours
Friday
09:00AM to 04:30PM
Saturday
appointment
Sunday
closed
Overall Ratings
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Reviews from Web
  • 5.0
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    K
    Kathy D
    Posted on February 3rd, 2025 12:00 AM
    Rob Nelson Jr has received a review with 5 star rating from Kathy DeCarlo
  • 5.0
    google
    K
    Kristen M
    Posted on December 8th, 2023 12:00 AM
    As an out of town child of a parent that lived in Florida, I am so grateful for the care, integrity and excellent investment advice Rob Nelson Jr provide my mother and myself. Cherie is amazing and provides professional and efficient follow-up...
    read more
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    About
    I am passionate about my clients and love what I do!In 2009, I began my Edward Jones career after spending time in corporate America, running my own business and working as an educator. As an Edward Jones financial advisor, I believe it’s important to invest my time understanding what's important to you before you invest your money.During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand your needs and subsequent goals. I then get to know your risk tolerances and experience levels to truly understand the best strategies to meet your needs. Working closely with you and your CPA, attorney and other professionals, I can help you determine the most appropriate strategies for you and your family to reach your financial goals.I graduated high school from Geibel Catholic High School in Pennsylvania. I received my undergraduate bachelor's degree from Edinboro University. I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations, as well as the AAMS™ designation.My wife, Kim, and I have four children: Amber, Ashley, Cienna and Andrew. I enjoy participating in any sport, but I'm passionate about fishing, golfing, skiing and bowling. I volunteer as a member of the North Port Lions Club, and volunteer for the Junior Achievement program for schools.
    Specialities
    Wealth Strategies
    Retirement Savings Strategies
    Retirement Income Strategies
    Estate & Legacy Strategies
    Portfolio Reviews
    Insurance & Annuities
    49
    /850
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    FAQs
    Here are some Frequently Asked Questions about Rob Nelson Jr
    What organization is Rob Nelson Jr associated with?
    Rob Nelson Jr is associated with Edward Jones.
    Where is Rob Nelson Jr based out of?
    Rob Nelson Jr’s primary location is North Port, FL.
    What is Rob Nelson Jr's phone number?
    Rob Nelson Jr's phone number is (941) 429-2247
    What is Rob Nelson Jr's title??
    Rob Nelson Jr is a Financial Advisor.
    What is the position of Rob Nelson Jr in Edward Jones?
    Rob Nelson Jr is the Financial Advisor at Edward Jones.