As a native Nevadan, born in Las Vegas, it was only natural for me to want to explore the north and seek my undergraduate and graduate degrees from the University of Nevada, Reno. Since then, I have fallen in love with northern Nevada and decided to build my practice here as a financial advisor with Edward Jones.
Edward Jones has provided me with the opportunity to accomplish my goals of educating the community and helping them preserve their wealth. As an MBA graduate, I am able to think like a business owner and help my clients develop a system of investing that moves them toward their financial goals in the most efficient way.
I excel when working with people who have complicated financial situations. I am a researcher and curious minded at heart and won’t stop until I've worked out the best way to help my clients achieve their financial goals, while providing the highest level of customer service.
Any financial question is an opportunity to speak to me. I begin every client relationship with a discovery meeting, in which I gather an understanding of what is important to you and what challenges you face. From there, I work with you to develop a strategy that is tailored to fit your needs. Once there’s a strategy in place, I will nurture the account with regular check-in meetings to make sure everything continues to be in line with your situation as it evolves. This process allows me to deliver an ideal client experience and help create financial peace of mind.
My Personal Interests
- Outdoor Enthusiast
- Health & Nutrition
Office Address740 Del Monte Lane Ste 14
Reno, NV 89511
Phone NumberRobert Moretti Jr at (775) 737-9619
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