Edward Jones - Financial Advisor: Catherine Poole

As a Personal Financial Representative living in Fort Myers for twelve years with my wife Karen and three children I know many local families. My knowledge and understanding of the people in this community help me provide over 10000 customers with an outstanding level of service...

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Englewood Bank & Trust was established in 1988 in Englewood, Florida. Today, Englewood Bank & Trust is part of a four-bank holding company with total assets of more than $1.5 billion. In addition to Englewood Bank & Trust, Crews Banking Corporation owns Crews Bank & Trust, Charlotte State Bank & ...