Reno, NV Del Monte Lane Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

740 Del Monte Lane Ste 14

Reno NV 89511-7504

Advisors at this office

2

Advisors at this office

Robert M

CFP®, Series 66, ChFC®, Series 7

Reno, NV

Edward Jones

Robert Moretti Jr. is a CFP® professional with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at and accounting firm The CFO Group, Inc. from 2012 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Liquidity event planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner

Nicholas S

Series 66

Reno, NV

Edward Jones

Nicholas Schab is a financial advisor with Edward Jones in Reno, NV, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in creative and resort industries, including roles at Three Sticks Productions, 13th Hour Films, Grand Sierra Resort, and Peppermill Resort & Casino. He also owns and manages short-term rental properties in Reno, NV and Blairsden Graeagle, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large national network of advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
View complete list of advisors at this office
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