Top financial advisors in Fort Myers, FL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're moving to Fort Myers or already live here and want to protect your wealth, you need an advisor who understands Florida's unique tax landscape. A common mistake is assuming no state income tax means you can ignore other taxes like property and sales taxes, which can significantly impact your finances.
- Federal tax focus. Confirm how they integrate federal income tax planning with Florida's tax environment.
- Homestead protection knowledge. Ask how they leverage Florida's strong homestead laws to safeguard your primary residence.
- Wealth migration insight. See if they understand the financial implications of moving assets to Florida for tax reasons.
- Local market familiarity. Ensure they consider local property values and sales tax rates in your overall plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Craig W
Series 63, Series 66
Fort Myers, FL
Cetera
Craig White's 11 years of experience and expertise in wealth management and tax-loss harvesting equip him to navigate Florida's unique tax environment, including federal tax integration and local market factors. Operating within Cetera, a large firm offering diverse portfolio management and financial planning solutions, he provides flat-fee and hourly consulting options, catering to high earners and those approaching retirement in Fort Myers.
Experience: 12 years
Avg account: $306,089
-
Shelby P
Series 63, Series 66
Fort Myers, FL
Truist Advisory Services
Shelby Peltier, based in Fort Myers, FL, offers expertise in retirement income strategy and active portfolio management, which can help integrate federal tax planning with Florida's unique tax environment. Working at Truist Advisory Services, a large SEC-registered firm, Shelby provides access to diverse investment solutions and serves a broad client base, differentiating her from advisors at smaller firms with narrower focuses.
Experience: 2 years
Avg account: $560,278
-
Steven G
Series 63, Series 65, Series 66
Fort Meyers, FL
Regal Advisory Services, Inc.
Steven Grabarczyk's 34 years of experience and expertise in tax-loss harvesting and active portfolio management equip him to navigate Florida's unique tax environment, including federal tax integration and local market factors. His firm, Regal Advisory Services, manages $113.5 million with a team of 15 advisors, offering flat-fee planning and both discretionary and non-discretionary portfolio management, distinguishing him from others by combining quantitative research with personalized risk tolerance.
Experience: 34 years
Avg account: $354,027
-
Felix B
Series 66
Fort Myers, FL
Wells Fargo Clearing
Felix Becker's expertise in tax-loss harvesting and active portfolio management suits clients navigating Florida's tax environment, especially in Fort Myers. His experience with Merrill, a large firm offering managed accounts and tax-focused strategies, complements his focus on mid-career professionals and HENRY clients, providing a blend of personalized service and robust institutional resources.
Experience: 5 years
Avg account: $475,575
-
Terri S
Series 66
Fort Myers, FL
Ameriprise
Terri Starliper specializes in retirement income strategy and Social Security optimization, making her well-suited to address the tax and income planning needs of those approaching retirement in Fort Myers, FL. With 18 years of experience at Ameriprise, a large firm offering tax-smart withdrawal strategies and a 0.15% AUM fee, she provides structured, research-driven retirement planning that integrates federal tax considerations with local financial factors.
Experience: 19 years
Avg account: $471,167
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Fort Myers, FL
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")