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portrait of Cheryl A Bergau
FINANCIAL ADVISOR

Cheryl A Bergau

AAMS™
2401 First St Suite 103, Ft Myers, FL 33901opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Cheryl

In 2008, I joined Edward Jones, motivated by its foundational beliefs of well-balanced portfolios and personal relationships. For the past 16 years, I have provided guidance to countless individuals and business owners. Working with my clients' tax and legal advisors, I develop strategies that encompass major expenditures, small business needs, income strategies, unexpected life events and estate strategies. As I accept new clients, I highly value responsive, regularly involved, mutually respectful clients. Are you seeking the same qualities in your advisor?

For over 100 years, Edward Jones has worked to create a better future for our clients, their families and communities....

Focus Areas

  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Wealth Strategies
  • New Investors

Work History

  • Edward JonesJune 2008 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Dancing
  • Community Outreach
  • Health & Nutrition
  • Horseback Riding
  • Outdoor Enthusiast

Team Members

  • Bridget Trosterud
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(239) 936-0423

Fax

(877) 605-8411

Office Address

2401 First St Suite 103
Ft Myers, FL 33901opens in a new window

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