It starts with you
For us, success is about helping you reach your goals, not a number.
See how we work
What’s important to you?
You have priorities and we have the insights you need to keep them front and center.
A real advantage
Industry-leading research and expert analysis are here to help you stay ahead.
Explore our insights
Get the right guidance for you
Connect with an advisor and start a conversation about your goals.
Contact a financial advisor
Not who you're looking for?
Get to know some of our other financial advisors.
Find another advisor
Wealth Management AdvisorFirst Vice President - Wealth Management13250 UNIVERSITY CENTER BLVDFORT MYERS,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Wealth Management Advisor
First Vice President-Wealth Management
First Vice President - Wealth Management
Our PhilosophyClients come first at Merrill Lynch. It's part of our tradition. It's important to us to really get to know you and what matters most to you. That's because once we understand your priorities, we focus on helping you pursue the financial goals you've set for yourself and your family.You can expect thoughtful advice and guidance, with access to the investment insights of Merrill Lynch and the banking convenience of Bank of America. It's not about industry benchmarks - it's about you and your hopes and dreams.Josette C. Rathbun, CFP®First Vice President – Wealth ManagementWealth Management AdvisorJosette has over 25 years of experience helping individuals with retirement planning, asset management and diversifying concentrated positions of stock. She offers estate planning services and helps others partake in charitable gifting.Josette holds the CFP® certification awarded by the Certified Financial Planning Board of Standards, Inc. and has an MBA with a concentration in Planning and Wealth Management. Before moving to the Ft. Myers, Florida office in January 2017, Josette served as a member of the Executive Committee for United Way of Central Indiana’s Women United Membership. She was also an Advisory Board Member for the United Negro College Fund for the State of Indiana. Josette has also served on the St. Vincent’s Hospital Network’s Foundation Board as well as Boards of Directors for the Indianapolis Symphony Orchestra and the International Violin Competition.Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chris RathbunFinancial AdvisorChris spent thirty years in the pharmaceutical industry. For the past twelve years, he has been working with the Rathbun Group devoting most of his time to client service functions. Recently he entered a Team Financial Advisor role supporting the Planning function. He does not provide any legal and/or tax advice. Outside the office, . Missy HullClient AssociateMissy was born and raised in Florida. She began her career with Merrill Lynch in August of 2004 as part of the Fort Myers office operations staff. Missy focuses on account administration and client relationships. She is married with five children ranging in ages from one to seventeen. She enjoys spending time with her family and friends. *Neither Merrill Lynch or its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.*Some or all alternative investments may not be suitable for all investors.
Josette Rathbun is registered to do business in : CA, CT, FL, IL, IN, LA, NC, NY, OH, OR, SC, WI
Chris Rathbun is registered to do business in : AR, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MI, MN, NC, NJ, NY, OH, OR, PA, SC, TN, VA, WI, WV
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.