Fort Meyers, FL Summerlin Commons Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
William Blair & Company L.L.C.
Enterprise
Firm-wide stats for William Blair & Company L.L.C.
About
William Blair’s Private Wealth Management division provides discretionary and non‑discretionary investment management, financial planning and wealth services to individuals (including high‑net‑worth clients), foundations, pension and corporate clients. The firm also sponsors a wrap fee program, supports platform and sub‑advisory arrangements, and distributes affiliated pooled products while operating as an SEC‑registered investment adviser and broker‑dealer.
The firm pursues active, research‑driven management across equities, fixed income and alternative strategies, offering proprietary home‑office models and model portfolios to advisory clients and to other registered investment advisers through a Non‑Discretionary Model Portfolio Program. PWM advisors may hire third‑party Sub‑Managers through platform providers or engage the affiliate William Blair Investment Management LLC (WBIM) as a sub‑adviser, and William Blair provides access to private funds and co‑investment opportunities via its MB Investments Program.
Notable features in the brochure include the firm’s scale — roughly $64 billion in reported AUM and a reported 322 advisors, implying approximately $200 million of AUM per advisor — and an in‑house MB Investments structure where clients must affirmatively elect participation and where an affiliate (the MB General Partner) performs valuation and may receive carried interest. The brochure also details integrated operational relationships with custodial/clearing and platform providers (including NFS) and affiliated product conduits (WBIM, affiliated mutual funds and private funds), which influence product access, allocation and certain fee and credit arrangements.
Based on William Blair & Company L.L.C.
Expertise
Based on William Blair & Company L.L.C.
Location
5237 Summerlin Commons Blvd
Fort Meyers FL 33907
Advisors at this office
3
Advisors at this office
Steven J
Series 63, Series 65
Fort Myers, FL
William Blair
Steven Jefferis is a financial advisor at William Blair with 46 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel for 28 years. Outside of advisory work, he is involved in horse racing as the owner of Maplewing Farm LLC and manages an AirBNB operation at the farm. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.
Albert A
Series 66
Fort Myers, FL
William Blair
Albert Abdo is a financial advisor at William Blair with 12 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds through its MB Investments Program.
Julie A
Series 63, Series 65
Fort Myers, FL
William Blair
Julie Abdo is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Stifel and Brighthouse Securities, and has experience in education with the Lee County School District. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients through active, research-driven strategies across various asset classes.
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