Skip to main content

Our financial advice team


Brian Megibow, Financial Advisor serving the Fort Myers, FL area - Ameriprise Advisors

Brian Megibow

Financial Advisor

Franchise Owner
Private Capital Management & Advisory
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 20 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Insurance
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Estate Planning Strategies
  • Business Retirement Plans
  • Cash Flow Management Strategies

Interests

Running

Boating

Traveling

Cooking

Playing guitar, drums, and saxophone

Photography

Awards & recognition

  • Five Star Wealth Manager, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.S. Business Administration: Finance Concentration, Towson University, Towson, MD

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.