Fort Myers, FL Metro Parkway Office

Team
Updated today

Client AUM

$10,669,592,784

Clients

46,299

Advisors

5

Of 1,008 advisors across 554 offices

Location

13350 Metro Parkway

Fort Myers FL 33912

Advisors at this office

5

Advisors at this office

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Patricia E

Series 63, Series 66

Fort Myers, FL

FIFTH THIRD SECURITIES, Inc.

Patricia Elwood is a financial advisor at Fifth Third Securities, Inc. in Fort Myers, FL, with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Angela H

Series 63, Series 65

Fort Myers, FL

FIFTH THIRD SECURITIES, Inc.

Angela Houchin is a financial advisor with Fifth Third Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has been with Fifth Third Securities since 2016 and has worked at Fifth Third Bank since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar

Thomas P

Series 66

Fort Myers, FL

FIFTH THIRD SECURITIES, Inc.

Thomas Peluse Jr. is a financial advisor with Fifth Third Securities, Inc. in Crystal Lake, IL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wintrust Investments LLC and employment at Miromar Lakes Golf Club and Park Ridge Country Club. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Chad L

Series 66

Fort Myers, FL

FIFTH THIRD SECURITIES, Inc.

Chad Loson is a Series 66 licensed advisor at Fifth Third Securities, Inc. in Fort Myers, FL, with 18 years of industry experience. He has been with Fifth Third Securities and its affiliated entities since 2009. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of investment programs on its Passageway Managed Account platform, featuring advisor-directed models, SMA strategies, and tax-focused options, and operates as a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar

Colette C

Series 63, Series 65

Fort Myers, FL

FIFTH THIRD SECURITIES, Inc.

Colette Cox is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2023, with prior roles at Fifth Third Bank NA and Florida Southwestern State College. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing multiple managed-account options and unique platform features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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