Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our advisors

Roger J Solis, Private Wealth Advisor serving the Fort Myers, FL area - Ameriprise Advisors

Roger J Solis

CRPC, CLTC®

Private Wealth Advisor

Franchise Owner
Learn more about Roger J Solis Visit Roger J Solis's website

Our team

Leanor Sciullo MBA

Leanor Sciullo MBA

Client Relationship Manager

Qualifications

  • MBA

Roles & Responsibilities

  • Client Relationship Manager
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