Fort Meyers, FL Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

7

Of 24,118 advisors across 14,150 offices

Location

Fort Meyers FL

Advisors at this office

7

Advisors at this office

user avatar

Walter D

Series 63, Series 66

Fort Myers, FL

Edward Jones

Walter Draper is a financial advisor with Edward Jones in Fort Myers, FL, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large national network of advisors and branch offices.

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

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
user avatar

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

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.

General retirement planning Retired Founder/Business Owner Executive
user avatar

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 16 years of industry experience. He has been with Edward Jones since 2005 and also has ongoing involvement with Canyon Cafe Restaurant since the same year. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

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

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
user avatar

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
View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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")