Fort Myers, FL College Parkway Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

5

Of 4,147 advisors across 1,134 offices

Location

7370 College Parkway, Suite 100

Fort Myers FL 33907

Advisors at this office

5

Advisors at this office

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Scott M

Series 63, Series 65

Fort Myers, FL

Wells Fargo Advisors

Scott Merhige is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Advisors and its predecessors since 2009. Merhige owns Merhige Investment Associates LLC, an investment-related business in Fort Myers. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Michael S

CFA®, Series 65, Series 63

Fort Myers, FL

Wells Fargo Advisors

Michael Siefert is a CFA® charterholder and registered investment advisor with Wells Fargo Advisors, based in Fort Myers, FL. He has four years of industry experience, including roles at Wells Fargo Advisors, Wells Fargo Clearing, Marquis Wealth Management Group, and Wells Fargo. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, business-owner transition, and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Beth D

Series 66

Fort Myers, FL

Wells Fargo Advisors

Beth Di Roma is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Pamela M

Series 63

Fort Myers, FL

Wells Fargo Advisors

Pamela Mahar is a financial advisor at Wells Fargo Advisors in Fort Myers, FL, holding a Series 63 designation with 29 years of industry experience. She has been with Wells Fargo Advisors and affiliated entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services across a broad range of planning areas, including specialized services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients able to implement these through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Nicholas C

CFP®, Series 66

Fort Myers, FL

Wells Fargo Advisors

Nicholas Chlumsky is a CFP® certificant with 18 years of experience in the financial industry. He is currently with Wells Fargo Advisors in Fort Myers, FL, having worked at various Wells Fargo entities since 2009. Outside of his advisory role, he serves as president of the Harborage Homeowner's Association in Fort Myers. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, supported by Wells Fargo research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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