Fort Myers

Visit Schwab's Fort Myers, FL branch, your local investment firm offering financial services near you

Request appointment: opens in a new window

Address

12580 University Drive, Suite #100
Fort Myers, FL 33907-5672: opens in a new window

Ample free parking in attached parking lot.

Hours

  • Mon - Fri: 8:30 a.m. - 5:00 p.m.
  • Sat - Sun: Closed
  • Check Deposits: Accepted until 4:30 p.m.

Contacts

Please schedule an appointment before visiting so that we may provide you with the best service possible.

Your needs expertly handled.

Schwab consultants have one goal: To help you reach your goals. Benefit from our expertise, and rest assured your local branch team is always available to answer questions or provide guidance on your financial strategy.

Joe LaCagnina

VP - Branch Manager | CWS®

Kyle Barth

VP - Financial Consultant

Lorenzo Morales

VP - Financial Consultant

Peter Nguyen

VP - Financial Consultant | AAMS®, AWMA®, CFP®, CRPC®

Jennifer Scioscia

VP - Financial Consultant

We have one focus: You.

Whether you prefer to manage your own investments or work with a consultant, we support every financial journey and offer tailored solutions for all wealth levels. As your needs evolve, your Schwab team can grow with you - ensuring that your financial strategy stays seamless and aligns with what matters most to you and your family.

Join us for a local workshop

Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.

See more workshops

Managing Your Financial Life with Schwab.com

Explore Schwab.com with a Financial Consultant to help you manage your financial planning.

12580 UNIVERSITY DR., #100
FORT MYERS, FL 33907

September 10, 2025
10:00 AM - 11:00 AM

Reserve a spot: opens in a new window

7 Fundamentals You Need for Investing Success

Find out more about seven key investing principles that can guide you in developing, implementing, and staying on track with your plan.

12580 UNIVERSITY DR., #100
FORT MYERS, FL 33907

September 24, 2025
10:00 AM - 11:00 AM

Reserve a spot: opens in a new window

Automated Investing at Charles Schwab

Investing made easier. Learn about your options for automated investing with human help when you need it.

12580 UNIVERSITY DR., #100
FORT MYERS, FL 33907

October 8, 2025
10:00 AM - 11:00 AM

Reserve a spot: opens in a new window

Additional resources

Everything you need to take charge of your finances.

Forms + Applications

Find the forms you need, fast.

Schwab Accounts

Open an account online.

Insights + Ideas

Get market perspectives and commentary.

Schwab Mobile App

One app for all your financial needs.

Past performance is no guarantee of future results.

There are eligibility requirements to work with a dedicated Financial Consultant.

Talking to a Financial Consultant is complimentary, although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation, of which there are important differences, including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

(0225-RXK8)