portrait of Brian R Sumwalt
FINANCIAL ADVISOR

Brian R Sumwalt

AAMS™
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Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Taylor Clinton
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(239) 489-1199

Fax

(855) 647-8005

Office Address

12651 Mcgregor Blvd #1-101
Ft Myers, FL 33919opens in a new window

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