As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
In 2017, I began my Edward Jones career as a financial advisor, building my practice in Naples, FL. Prior to being a financial advisor, I spent eight years working in the NFL, serving my first three seasons as an offensive assistant with the Oakland Raiders, one year in football operations with the New York Jets and my last four years as a scout with the Tampa Bay Buccaneers. After the 2016 football season, I decided to transition to a new career as a financial advisor.
I graduated cum laude from Saint Joseph's University with a bachelor's degree in business administration and also received a master's degree in sport management from the University of San Francisco. In addition, I received my CRPC,™ or Chartered Retirement Planning Counselor™, designation in 2020. I became an Edward Jones limited partner in 2023. Originally from Bayonne, NJ, I have lived in Ave Maria, FL, with my wife, Emily, since 2017. We welcomed our first child, Simon, into the world in 2019!
Positively impacting my clients' lives, particularly as it relates to their financial goals, is my constant motivation as I continue to serve my clients and grow my practice. That continues to be my principal inspiration and the focus of our office.
Focus areas
- Wealth Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- College Savings
Focus Areas
- Wealth Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- College Savings
My Personal Interests
- Spending Time with Family
- Pickleball
- Football
- Volunteering
- Movies & Entertainment
Personal Interests
- Spending Time with Family
- Pickleball
- Football
- Volunteering
- Movies & Entertainment
Office Information
Phone Number
Steve West at (239) 352-4004Branch Team
- Christina Nguyen
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Christina Nguyen
- Branch Office Administrator
Branch Team
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