Coastal Wealth - Fort Myers

Satellite Office

9530 Marketplace Road, Ste 108
Fort Myers, FL 33912

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    MAIN OFFICE


    Our Advisors

    1. Kimberly "Kim" Altemeyer

      Coastal Wealth - Fort Myers

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Business Owners
      • Group Benefits
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      Languages:

      • English
      • J. David Donehoo

        Coastal Wealth - Fort Myers

        Focus:

        • Insurance Strategies
        • Investment Strategies
        • Retirement Income Planning
        • Charitable Giving

        Languages:

        • English
        • Aaron Lucas

          MBA

          Coastal Wealth - Fort Myers

          Focus:

          • Insurance Strategies
          • Estate Planning
          • Retirement Income Planning
          • College Funding Strategies
          • Show More

          Languages:

          • English, Spanish
          • Carmen Lucas

            Coastal Wealth - Fort Myers

            Focus:

            • Insurance Strategies
            • Retirement Income Planning
            • Group Benefits
            • College Funding Strategies
            • Show More

            Languages:

            • English, Spanish
            • James M. Parsons

              Coastal Wealth - Fort Myers

              Focus:

              • Insurance Strategies
              • Investment Strategies
              • Business Owners

              Languages:

              • English
              CRN201905-211178