Fort Myers, FL

Fort Myers, FL

Satellite Office

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5249 Summerlin Commons Blvd., Suite 200, Fort Myers, FL 33907

(239) 277-1793

By appointment

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Local Planning Support

Satellite Office serving clients in Fort Myers and the surrounding region.

This office supports clients in Fort Myers and nearby communities through coordinated advisory and planning conversations.

Advisors in This Location

3 team members associated with Fort Myers, FL.

Frank Durand

Senior Financial Advisor

Fort Myers, FL

Frank Durand serves as Senior Financial Advisor at Sullivan & Associates in Fort Myers, FL.

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Debra McIntyre

Client Service Associate

Fort Myers, FL

Debra McIntyre serves as Client Service Associate at Sullivan & Associates in Fort Myers, FL.

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David Gallentine

Senior Financial Advisor

Fort Myers, FL

David Gallentine serves as Senior Financial Advisor at Sullivan & Associates in Fort Myers, FL.

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Our local team can coordinate planning conversations based on your needs and timeline.