Fort Myers, FL College Parkway Office

Mathew Verrengia is a CFP® credentialed advisor with 26 years of industry experience, currently affiliated with Hightower Advisors since 2014. He is also involved in managing operations for Excel Communications, focusing on long distance sales and recruitment. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Richard Kula Jr. is a CFP® with 22 years of industry experience currently with Hightower Advisors since 2022. His prior experience includes roles at Annex Wealth Management, LLC and H Beck, Inc totaling 13 years. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions through affiliated and third-party managers, incorporating proprietary research and a range of investment strategies.

Trevor Swartz is a CFP® and holds a Series 66 designation with 25 years of industry experience. He has been with Hightower Advisors and Hightower Securities, LLC since 2014, based in Fort Myers, FL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a comprehensive advisory model that includes discretionary portfolio management, financial planning, and retirement consulting.

Jack Thomas is a financial advisor at Hightower Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Hightower Advisors and its affiliated entity, Hightower Securities, LLC, since 2014. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with proprietary research, and offers a range of portfolio management and consulting services.

Chelsea Carter is a financial advisor at Hightower Advisors with nine years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Pamela Abraham is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.