Moran Edwards Asset Management Group of Wells Fargo Advisors

 

Robert T. Edwards is the Senior Member and a Senior PIM Portfolio Manager of the Moran Edwards Asset Management Group with 29 years as a financial advisor.

In addition to advising an affluent clientele in Naples, Bob counsels other wealth managers and has been a frequent industry speaker at conferences for financial professionals in Atlanta, Boston, Chicago, Dallas, Orlando, Philadelphia, and San Diego.

 
In his role as a financial advisor and wealth manager, Bob has been recognized by Barron’s magazine as one of America’s Top 1,000 Financial Advisors for 2011. He has been consistently listed locally in Gulfshore Life magazine as one of Southwest Florida’s Five Star Financial Wealth Managers.
 
Investment portfolios managed by Bob have received national rankings for peer group performance in Thomson-Reuters’ Lipper Marketplace World’s Best Money Managers for the 1, 3, 5 and 10 year periods as of June 30, 2011.
 
A resident of Naples for more than 40 years, Bob is active locally on the boards of The Naples Philharmonic, Center for the Arts and the Naples Children & Education Foundation, which organizes the Naples Winter Wine Festival, an annual event that has raised over $80 million for Collier County children’s charities in its first 10 years. Additionally he serves on the board of the Patty & Jay Baker Naples Museum of Art. Nationally, Bob is on the boards of Sculpture magazine (Washington DC) and The International Sculpture Center (Princeton, NJ). Bob and his wife Terry have underwritten events at the The Phil, the Patty & Jay Baker Naples Museum of Art, The von Liebig Art Center, The Shelter for Abused Women and Children, and Naples Town Hall Distinguished Speaker Series, and around Florida at art museums in Tampa, Sarasota, Miami and Boca Raton. For 20 years Bob has been a collector of modern art and more recently is a collector of 1940’s to 1960’s classic sports cars. The Edwards' art-filled home is frequented by groups from various art museums and charitable organizations. 
 
Bob and Terry are parents to 3 children and 2 Great Danes. Their children attend the Mendoza College of Business at the University of Notre Dame and Columbia University.
 
 

 

Barron’s Top 1000 Advisors 2011: The rankings are based on data provided by over 4,000 advisors.  Factors included in the rankings were assets under management, revenue produced for the firm, quality of the practice, and other factors.  Institutional assets are given less weight in the scoring.  Investment performance isn’t an explicit component.
 

Lipper MarketPlace World’s Best Money Managers are compiled from a quarterly survey of investment management organizations and portfolio composites.  Performance is calculated “net “ of all fees and brokerage commissions, inclusive of cash and in U.S. dollars. Results calculated on a minimum asset base of at least $10 million for “traditional” U.S. asset classes (equity, fixed income, balanced accounts) and $1 million for all international and for “alternative” U.S. asset classes.  Only categories/time period combinations for which there are at least 21 contenders are published.  Past Performance is no guarantee of future results.

Crescendo 5-Star Wealth Manager:  The Survey conducted by Crescendo, as an independent third-party research firm.  Consumers and financial services professionals surveyed to evaluate 4,100 candidates in the Southwest Florida area as  the 2010 Five Star Wealth Managers scoring highest in overall satisfaction.  Evaluation based on nine criteria, including customer service, integrity, knowledge/expertise, recommendations and overall satisfaction. Award given to top scoring managers, totaling less than 7% of eligible candidates.  Only candidates with five years of experience in the financial services industry are considered.  Rating may not be representative of any one client’s experience because ratings reflect an average of all, or a sample of all, of the experiences of the financial adviser’s clients. Working with a Five Star Wealth Manager is no guarantee of future investment success nor is there any guarantee that the selected Wealth managers will be awarded this accomplishment by Crescendo in the future.  For more information on the rating methodology, go to www.fivestarprofessional.com/wmresearch/.