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Robert L

Series 66

Fort Meyers, FL

Edward Jones

Robert Lewis Jr. is a financial advisor with Edward Jones in Fort Myers, FL, holding a Series 66 license and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a minority owner of a family-owned home medical equipment corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of advisory solutions and managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew W

CFP®, Series 63, Series 65

Fort Myers, FL

Edward Jones

Matthew Wadiak is a CFP®-designated financial advisor with Edward Jones in Fort Myers, FL, where he has worked since 2001, accumulating 25 years of industry experience. He serves on the External Advisory Board for the SIUC Department of Finance and is a member of the Marion Memorial Health Foundation Board of Directors. Wadiak also owns MRW Ventures LLC, an LLC focused on property maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David D

Series 63, Series 65, Series 66

Ft Myers, FL

Edward Jones

David Dittmann is a financial advisor with Edward Jones in Ft. Myers, FL, holding Series 63, Series 65, and Series 66 designations and has 24 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Juan G

Series 66

Fort Myers, FL

Edward Jones

Juan Garcia is a financial advisor with Edward Jones in Fort Myers, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2005 and also has ongoing involvement in the restaurant business with Canyon Cafe Restaurant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Andrew C

Series 66

Fort Myers, FL

Edward Jones

Andrew Carlson is a financial advisor with Edward Jones in Fort Myers, FL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Conifer Health Solutions from 2015 to 2017. Outside of advising, he owns a rental property in Gulf Shores, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,700 advisors. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Gregory V

CFP®, Series 63, Series 66

Fort Myers, FL

Edward Jones

Gregory Van Laere is a CFP®-designated financial advisor with Edward Jones in Fort Myers, FL, where he has worked since 2002, totaling 23 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Van Laere owns several small real estate businesses focused on managing residential properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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