Josette C. Rathbun,  CFP<sup>&reg;</sup> - Financial Advisor

Josette C. Rathbun, CFP®

First Vice Prsident -Wealth Management

Merrill Lynch

13250 University Center Blvd
Fort Myers, FL 33907
FINANCIAL ADVISOR'S WEBSITE
(239) 432-6806

General

Josette Rathbun is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Merrill Lynch in Fort Myers, FL and the surrounding communities.

Financial Advisor Overview

Josette C. Rathbun, CFP®, First Vice President - Wealth Management, and the Rathbun Group. Her team of professionals, provide Comprehensive Wealth Management to executives, professionals, individuals, families as well as corporations, foundations and endowments. Josette has over twenty five years of experience in the Financial Services Industry. Her area of concentration is Wealth Management. This includes retirement planning, estate planning, asset management, pensions, diversifying concentrated positions of single stocks, and philanthropic services including charitable gifting. She has been named by Barron's as one of the top financial advisors in the country. She has an MBA in Financial Planning from the California Institute of Finance at CLU and she also holds her Certified Financial Planner designation. Call for a complimentary appointment with the Rathbun Group.

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Financial Advisor Experience

Ms. Rathbun is a community leader. She is serving  on Women United for the United Way of Central Indiana and is an advisor for the United Negro College Fund for the State.  She is a member of the Indianapolis Woman's Club.  She has served as a board member for the the Indianapolis Symphony Orchestra and headed their planned giving efforts. Josette also served on the Board of the International Violin Competition as well as the Board of St. Vincent's Hospital Foundation serving the State.  Josette contributes her expertise in financial planning, investments and charitable giving to these organizations as well as her clients.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA Financial Planning

Insurance Licenses

  • Life insurance: All
  • Health/disability insurance
  • Fixed annuities: All
  • Variable annuities: All

Broker-Dealer Affiliation

Merrill Lynch/Bank of America

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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