Family outdoors.

Personal Advisors | Florida



Florida: Fort Myers/Red Cedar Drive

5246 Red Cedar Drive | Fort Myers, FL 33907 | 239.267.6655
Charles smiling
Charles Idelson
Executive Vice President,
Regional President
Brent Crawford smiling
Brent Crawford
Executive Vice President,
Executive Managing Director, Wealth Advisory
Kathy Bright smiling
Kathy Bright, CTFA
Senior Vice President,
Fiduciary Advisor
Karen Cameron smiling
Karen Cameron
Senior Vice President,
Fiduciary Advisor
Chris Lawson Portrait
Chris Lawson
Senior Vice President,
Fiduciary Advisor
Philip Loiscano Portrait
Philip Loiacano
Senior Vice President,
Private Wealth Advisor


























































































































































































Investment Products and Services are:
Not FDIC Insured | May lose value | No bank guarantee