Shifting gears: New drivers of potential market expansion
Watch our latest webcast where expert panelists share ideas that can help you prepare for potential opportunities and risks in the second half of 2026 and beyond..
I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
JUAN COLON
Financial Advisor
13250 University Center Blvd
Fort Myers FL 33907
(239) 432.6837
(239) 432.6837
Learn more about an advisor's background on
I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Profile
| Financial Advisor Juan G. Colon is a Financial Advisor based in Fort Myers, Florida, dedicated to helping individuals, families, retirees, and business owners pursue their financial goals through personalized wealth management strategies. Before beginning his career in financial services, Juan proudly served in the United States Air Force, retiring after 20 years of honorable military service. The leadership, discipline, integrity, and commitment to excellence developed throughout his military career continue to shape his approach to serving clients today. Drawing on two decades of experience leading people, solving complex challenges, and operating in high-stakes environments, Juan understands the importance of preparation, accountability, and having a well-defined plan. He brings these principles to every client relationship, helping individuals and families navigate important financial decisions with confidence. Juan believes that successful wealth management starts with understanding what matters most to each client. He takes a consultative approach to developing personalized strategies tailored to each client's unique goals, whether that involves retirement planning, investment management, wealth preservation, education funding, or legacy planning. His mission is to simplify complex financial matters and empower clients to make informed decisions about their financial future. As part of Merrill, Juan leverages the firm's extensive resources, intellectual capital, and wealth management capabilities to provide comprehensive guidance designed around each client's needs and objectives. He is passionate about building long-term relationships founded on trust, transparency, and exceptional service. A proud Air Force veteran and dedicated financial professional, Juan is committed to helping clients pursue financial confidence while navigating life's opportunities and challenges. He serves clients throughout Southwest Florida and across the country, providing personalized advice with the same dedication and commitment to service that defined his military career. |
|---|
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.
Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
JUAN COLON is registered to do business in AL, CA, CT, FL, GA, MA, MD, NJ, NY, PA, TX, VA.
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.