Fort Myers, FL Marketplace Road Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

7

Of 4,620 advisors across 967 offices

Location

9530 Marketplace Road, Suite 101

Fort Myers FL 33912

Advisors at this office

7

Advisors at this office

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Jonathon S

Series 66

Fort Myers, FL

Equitable Advisors

Jonathon Skalmusky is a financial advisor with Equitable Advisors in Fort Myers, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at AXA Advisors, Commonwealth, SPECTRUM, and Mattress Firm. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes a delivery model heavily reliant on LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Robert K

Series 66

Fort Myers, FL

Equitable Advisors

Robert Krupp is a financial advisor with Equitable Advisors in Fort Myers, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. He serves as a co-trustee and power of attorney for his mother's trust. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through various sponsored and endorsed platforms.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Hannah A

Series 66

Fort Myers, FL

Equitable Advisors

Hannah Andersch is a financial advisor with Equitable Advisors in Fort Myers, FL, holding a Series 66 designation and four years of industry experience. She has been with Equitable Advisors since 2021 and previously worked in retail and restaurant positions. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and multiple endorsed third-party managed account platforms.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Shenandoah M

Series 63, Series 65

Fort Myers, FL

Equitable Advisors

Shenandoah Million is a financial advisor with Equitable Advisors in Fort Myers, FL, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Outside of his advisory role, he is involved in creative producing through his ownership and directorship of Million's Enterprises, a business focused on producing under the name Family Tree Financial Strategies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via third-party managers and LPL programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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James R

Series 63, Series 65

Fort Myers, FL

Equitable Advisors

James Reddington is a financial advisor at Equitable Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Equitable Advisors since 2013, previously working at AXA Advisors, LLC. Outside of his advisory role, he serves as power of attorney for his wife. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, employing both advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Thomas P

Series 66

Fort Myers, FL

Equitable Advisors

Thomas Pound is a financial advisor with Equitable Advisors based in Fort Myers, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax Insurance Agency, and Keller and Koczara, where he worked as a tax specialist. Outside of advising, he serves as president of a local chapter of USA Dance, a nonprofit promoting ballroom dancing, and has experience as a mathematics teacher with Lee County Schools. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, primarily through LPL-sponsored and endorsed platforms.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Colin F

Series 63, Series 66

Fort Myers, FL

Equitable Advisors

Colin Feng is a financial advisor with Equitable Advisors in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Equitable Advisors since 2009, previously affiliated with Axa Advisors LLC. Outside of his advisory role, he serves as a board member and treasurer of the Chiao Tong University Alumni Foundation of America. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm utilizes a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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