Fort Myers, FL Summerlin Commons Way Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,461 advisors across 2,959 offices

Location

5294 Summerlin Commons Way, Suite 1203

Fort Myers FL 33907

Advisors at this office

2

Advisors at this office

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Jared B

Series 66

Fort Myers, FL

Raymond James Financial

Jared Brancazio is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James and its affiliates since 2016. Outside of his advisory role, he is the managing partner of Brancazio Meisenzahl, LLC, and serves on the board and investment committee of the Florida SouthWestern State College Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services and supports a broad advisor network with specialized municipal and retirement plan consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Rachel M

Series 63, Series 66

Fort Myers, FL

Raymond James Financial

Rachel Meisenzahl is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. Her prior roles include positions at Scottrade, Inc. and Scottrade Investment Management. She is also an owner of Brancazio & Meisenzahl, LLC, a wealth management support company based in Fort Myers, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, using risk profiling and analytical tools, and supports clients through various advisory programs and specialized municipal and employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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