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Personal Advisors | Florida


Florida: Fort Myers/Summerlin Lakes Drive

7980 Summerlin Lakes Drive | Fort Myers, FL 33907 | 239.689.7181
Brent Crawford smiling
Brent Crawford
Executive Vice President
Executive Managing Director
Kathy Bright smiling
Kathy Bright, CTFA
Senior Vice President
Fiduciary Officer
Karen Cameron smiling
Karen Cameron
Senior Vice President
Fiduciary Officer

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
Chris Lawson Portrait
Chris Lawson
Senior Vice President,
Private Wealth Advisor
Philip Loiscano Portrait
Philip Loiacano
Senior Vice President,
Private Wealth Advisor
Megan smiling
Megan Marquardt,
CTFA, CFP®
Senior Vice President,
Private Wealth Advisor
Karen smiling
Karen Meinen, CTFA, CFP®
Vice President, Fiduciary Advisor
Investment Products and Services are:
Not FDIC Insured | May lose value | No bank guarantee