Two financial firms merge in Fort Myers

  • By Jim Stinson
  • | 2:30 p.m. August 2, 2023
Uhler and Vertich Financial Planners will combine with Scott White Advisors, becoming Uhler Vertich White Advisors of Fort Myers.
Uhler and Vertich Financial Planners will combine with Scott White Advisors, becoming Uhler Vertich White Advisors of Fort Myers.
Courtesy photo
  • Charlotte–Lee–Collier
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Two financial advising firms say they have merged to create a larger unit to tailor "concierge services" to clients, including asset diversification, trusts, estate plans, investments and retirement.

 

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