Matthew Jaquiss

As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management delivered with the highest level of personal service and professional integrity. With twenty five years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience throughout major shifts in the markets, enables me to help my clients structure balanced portfolios to address their specific financial goals. I graduated from the University of South Florida with a degree in Finance. I began my financial services career as a Financial Advisor with Merrill Lynch. I later joined Fifth Third Private Bank, where I worked for 5 years as a Wealth Advisor. I then moved my financial practice to Wells Fargo Advisors in Fort Myers. I have served Fort Myers area investors my entire career and look forward to helping you meet your financial goals for many years to come. Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event, it is a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.