The Callari Group

Merrill Lynch Wealth Management

13250 University Center Blvd
Fort Myers, FL 33907
(239) 432-6823
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Callari Group
Merrill Lynch Wealth Management
Welcome

The Callari Group team brings shared ideas and resources to you, offering a strategy that puts you, rather than the market, at the center of the planning process. Offering access to the global investing capabilities of Merrill and banking solutions from Bank of America, the team can assist you in identifying and prioritizing personal goals. That might include planning for and funding your children’s or grandchildren’s educations, helping ensure that income lasts in retirement, covering potential health care costs, and preserving wealth. We then help to develop a personalized financial strategy aligned with your goals.

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About Us
Investments

We believe that your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated advisor We will get to know what matters most to you and help you define your goals. We use this understanding to help you build a customized financial strategy and offer consistent, personalized advice. Combined with professional management, you can stay on the right path towards pursuing your long-term objectives.

Meet Our Team
Jennifer Conner
Senior Vice President, Senior Financial Advisor
239.432.6823
Stephen Callari,

CRPC™

Senior Vice President, Senior Consultant
239.432.6817
Ashley Ogilvie
Wealth Management Client Associate
239.432.6824
Christopher Gosling
Wealth Management Client Associate
239.432.6811
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Marie A Lawson
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #277225
Jason Albano
Wealth Strategies Advisor
Bank of America, N.A.
Kristina Florkey
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.