CONNECT

Address:

12140 Carissa Commerce Court Suite 100
Fort Myers, FL 33966

Phone:

(239)479-7979

Fax/Other:

(239) 275-0084

Nick Chlumsky, CFP®, CRPC®

Nick Chlumsky, CFP®, CRPC®

First Vice President - Investment Officer

Nick joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 2007.  A native of Southwest Florida, he graduated from Stetson University with a Bachelor of Business Administration and earned his Masters of Science in Business Management with honors from Hodges University.  As a Financial Advisor and Certified Financial Planner™ Professional, Nick takes a holistic approach to investment planning and management with the group’s clients.  In addition, Nick assists with portfolio construction and implementation, conducts market research, performs mutual funds due diligence, and provides asset allocation analysis.  Nick and his wife Lisa have three young children.

 
Phone 239-479-7979
Fax 239-275-0084
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals