Ft Myers, FL Salrose Ln Office

Martin Peen is a financial advisor with Edward Jones in Ft Myers, FL. He holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, he was involved with AMP Global Investments LLC in an educational services role for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an SEC-registered advisory program managing approximately $1.01 trillion in assets. The firm offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Caroline Bauer is a financial advisor with Edward Jones in Ft Myers, FL, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is notable for its extensive advisor and branch network and affiliated capabilities that extend beyond traditional advisory services.