CONNECT

Address:

12140 Carissa Commerce Court Suite 100
Fort Myers, FL 33966

Phone:

(239)479-7979

Fax/Other:

(239) 275-0084

James A. Nolte, CFP®

James A. Nolte, CFP®

Managing Director - Investment Officer

In 1975, after graduating from the University of South Florida with a BA degree, I began my financial services career with the Equitable Life Assurance Society of America, in Fort Myers, Florida. In 1976, I joined A. G. Edwards, a predecessor firm of Wells Fargo Advisors, as a Financial Advisor. In 1979 I received the CFP designation. In 1989, I became a branch manager for A. G. Edwards. I managed offices in Fort Myers, Cape Coral and Bonita Springs. In 2006, I retired from management and in 2007. I created the Nolte Wealth Management Group. For over 40 years I have helped clients and their families preserve their wealth and grow their investments.

When I’m not working, I enjoy spending time with my family which includes my wife Pam, two beautiful daughters, Jamie and Cassie and my three grandchildren, Steven, Sebastian and Elizabetta. I also enjoy boating, golfing, scuba diving and travel. I’ve been active in my community for many years. I’ve been active in my community for many years. I am a cabinet member of the United Way of Lee, Hendry and Charlotte counties. In addition, I serve on the Board of Directors of the Harry Chapin Food Bank and I am a former member of the Board of Directors of the Alvin Dubin Alzheimer’s Resource Center where I served for 17 years. 

 

Phone 239-479-7979
Fax 239-275-0084
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