Who We Are
You may want to find new ways to make a difference in your life, in your family's well-being, or in the broader world. But managing your personal investments can take up too much of your time and distract you from that far greater purpose. By giving us the privilege of managing the complexities of your financial life, you are free to pursue your own goals, passions, or mission.
Who We Serve
The Edwards Group manages wealth on behalf of high net worth families, successful entrepreneurs, family offices, foundations, and corporate retirement plans who are seeking to fulfill their unique vision for their next success. Our team integrates the independent thinking and high touch service of a boutique advisory firm with the technology resources, financial strength, and capabilities of Wells Fargo Advisors, the nation's fourth largest wealth management provider.*
*Based on assets, according to Barron's (2018)
Goals and markets change over time but values and intentions do not. Our family-focused investment planning strategies are built to provide for more thoughtful and intentional decision-making in order to help you live the life you want—on your terms.
We complement these investment planning strategies with our process-driven portfolio management, which combines quantitative and qualitative methodologies to construct portfolios that seek to deliver long-term, reliable outcomes.
Each security in our broad investment universe is filtered through rigorous tests and is assigned a relative rank based on our analysis of quality, value, size, and momentum.
We combine our proprietary ranking methodology with measures of market capitalization and relative sector strength to assemble high-conviction portfolios.
Our Investment Committee manages overall portfolio risk by aligning sector and single-security exposures with changing markets to provide greater portfolio resilience and diversification.
While there is a healthy debate over the U.S. economy's future path and direction, in many ways, U.S. consumers have been carrying the economy on their financial shoulders through much of this year's growth slowdown.
How will you spend the last third of your life? Will you continue to work in your current job? Start a business? Volunteer your time? Spend more time with family and friends? Travel the world? Many retirees are living longer, healthier, and more active lives, but there are challenges to living the life you imagine.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
PIM Portfolio Manager
Rob began his career in late 2008, during the depths of the Great Financial Crisis. During his previous experience at a single-family office, he was responsible for all publicly traded equity, fixed income, and derivative investments. The experiences and knowledge he acquired during that time are paramount to how he thinks about investment management and planning today, which aims to benefit many types of clients. Rob earned an MBA, with a concentration in Investment Management, from the University of Notre Dame's Mendoza School of Business. A Naples native, he couldn't stay away for long. Rob and his wife, Kate, live in Naples, where they are raising their two children.Show/Hide More
"As an analytical and critical thinker, I have always been attracted to the portfolio management side of the business. One of my proudest moments is when I've been able to be a lifeline to clients during some of the most challenging times in their lives. When an unfortunate life event happens to a person who always handled the finances and other family members suddenly have to take on that responsibility, it can be a daunting task, especially during a time of grief. Being the one they trust to guide them through it is a humbling experience."
The Power of Habit: Why We Do What We Do in Life and Business by Charles Duhigg and The Most Important Things: Uncommon Sense for the Thoughtful Investor by Howard Marks. The first book shines a light on the parts of our lives we can control like our habits, while the other brings clarity to the parts we cannot control, such as economic cycles. Understanding both helps us make better decisions in our personal and professional lives.
I serve on the board of directors at the David Lawrence Center, the leading mental health provider in Collier County. Mental illness touches everyone in some way—whether it's a family member, friends, or anyone we care about deeply. My wife and I also support Naples Botanical Garden, the Seminole Club of Naples, and Naples Zoo at Caribbean Gardens. My daughter loves feeding the giraffes pieces of lettuce. The zoo is celebrating 100 years as a local attraction, and it never gets old.
One of my favorite meals is cheap pizza and great wine at home.
Senior Vice President – Investment Officer
Kevin works closely with high net worth individuals and families to address specific wealth and investment management needs, including business-owner strategies, multi-generational wealth transfers, estate planning strategies, and philanthropic strategies. Prior to Wells Fargo Advisors, Kevin spent three decades on Wall Street as a Director with Wells Fargo Securities, Deutsche Bank and Citigroup Global Markets and as an Executive Director with J.P. Morgan. Most recently, Kevin served as a Private Client Advisor with U.S. Trust in Naples, FL. Kevin and his wife, Maura, a Registered Nurse, have been married for over 30 years and have five grown children pursuing careers in finance, healthcare and the U.S. Military.Show/Hide More
"Prior to my wealth management career in Naples, I spent many years working with some of the brightest people on Wall Street while advising institutional clients on their investment and financing needs. By sharing my experience and expertise with individual clients and their families, I am able to help them in a way that goes well beyond the status quo. As someone who puts risk first, I focus on preparing my clients and their investments to be resilient and enduring. Along with my team and the resources available to us on our platform, I strive to provide meaningful solutions for each client's individual needs and an experience that is best in class."
It's a Hill, Get Over It:
Kevin has completed over 40 half marathons in various parts of the United States and Ireland.
Kevin is deeply involved with Habitat for Humanity, a non-profit organization that helps families build and improve the places that they call home. Kevin started with the organization in 2008, when he traveled with a team to Brazil to help improve the lives of those in need. Since then, he led a team of Naples-based volunteers who traveled to El Salvador in 2018, and he is currently spearheading an effort in Oaxaca, Mexico that will take place in 2020.
While Kevin and Maura have both had successful careers, they are most proud of their five children, which they had in five years, including Irish Twins!
With 15 years of experience in the finance industry, Jonathan is the head trader and sits on the Investment Committee at Edwards Group of Wells Fargo Advisors. Jonathan is passionate about the industry and rose through the ranks to become a Financial Consultant. While working full-time, he earned a bachelor's degree in finance from Florida Gulf Coast University. He is currently working towards earning his CFA designation and is a 2019 Level I candidate. Jonathan grew up in Naples, moving to the area with his family at the age of 12 in 1992. He is recently engaged to his fiancé, Sarah.Show/Hide More
"My role in the financial industry provides many opportunities to learn and to be creative. I'm inspired at the way every day brings a different challenge."
Big Brothers, Big Sisters of America. I saw firsthand the value the program brings to children in need of a good mentor and friend.
The Four Agreements: A Practical Guide to Personal Freedom by Don Miguel Ruiz. I read this book during a period of personal growth. The book really spoke to me and has stuck with me ever since.
I'm a very big Green Bay Packer fan. My dad was raised in Madison Wisconsin so my siblings and I were raised as Packer fans from birth. Some of my fondest memories growing up are of the family watching football together on Sundays.
With more than 25 years of experience in the financial industry, Nathalie Remillard joined the Edwards Group of Wells Fargo Advisors in 2019. She is fluent in French and a native of Montreal, Canada. Before relocating to Southwest Florida, Nathalie lived in Iowa for more than two decades. Driven and passionate to continually grow, she earned her securities registrations in 1997 and became a U.S. citizen in 2010. Nathalie also embraces life as an empty nester. Her daughter Brittney, 27, is married and lives in the Seattle area, while her son Jacob, 21, stayed in Iowa to pursue a career with ADT.Show/Hide More
"I enjoy getting to know clients on a personal level and listening to what is important to them. I take pride in addressing their questions or concerns to ensure their financial needs are met, which makes for a strong foundation and lasting relationship. One of my biggest strengths is empathy, and I thrive on helping others work through a problem to achieve the best resolution."
Best Way to Unwind:
Nature walks through Gordon River Greenway Park or Freedom Park.
I make unique earrings and necklaces with beautiful beads and stones that match my lifestyle. It's heartwarming when people compliment my jewelry and I can tell them that I made it myself.
Dark chocolate and Cape Cod Sea Salt & Vinegar potato chips – but not together!