Thomas & Swartz - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

Thomas & Swartz

Global Wealth Management

13250 UNIVERSITY CENTER BLVD
FORT MYERS, FL 33907

Phone: (239) 432-6831
Email:

Directions to Branch

PROFESSIONAL STAFF

	(239) 432-6821	Financial Advisor
	(239) 432-6812	Wealth Management Advisor
	(239) 432-6831	Registered Client Associate

PROFESSIONAL PROFILE

With over 60 years of experience, we realize that our clients must come first. Our expertise is in helping affluent clients address their comprehensive wealth management needs through customizing client plans of action. These plans are monitored and adjustments are made as economic cycles change and life events dictate. We look forward to serving your needs.

Jack E. Thomas, CFM, First Vice President, Financial Advisor

Jack has been with Merrill Lynch since 1994. He holds a degree in Finance from the George Washington University and he is a Certified Financial Manager. Jack and his wife Kellie live in Ft. Myers with their daughters Vivianne and Ginger.

Trevor R. Swartz, CFP®, Vice President, Wealth Management Advisor

Trevor has been with Merrill Lynch since 2000. He is a West Point graduate and he is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Trevor and his wife Megan live in Ft. Myers with their children Nathan, Wade and Shea.

Benita Alstatt, Registered Client Associate

Benita has been with Merrill Lynch since 1997. She holds a Business Administration degree from Bellarmine University and has worked in the financial services industry since 1974. Benita lives in Ft. Myers.

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Jack E. Thomas is registered to do business in: AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WI, WV

Trevor Swartz is registered to do business in: AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, VA, VT, WI, WV

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