

Personal Advisors | Florida
Florida: Fort Myers/Red Cedar Drive
5246 Red Cedar Drive | Fort Myers, FL 33907 | 239.267.6655

Charles Idelson
Executive Vice President,
Regional President
Regional President

Brent Crawford
Executive Vice President,
Executive Managing Director, Wealth Advisory
Executive Managing Director, Wealth Advisory

Kathy Bright, CTFA
Senior Vice President,
Fiduciary Advisor
Fiduciary Advisor

Karen Cameron
Senior Vice President,
Fiduciary Advisor
Fiduciary Advisor

Jessica Curry
Vice President
Wealth Advisor Associate
Wealth Advisor Associate

Chris Lawson
Senior Vice President,
Fiduciary Advisor
Fiduciary Advisor

John Lehman
Senior Vice President, Private Wealth Advisor I