Diane Everhart

Partner / Financial Advisor

Domicile State: FL

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.   I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.  This helps me recommend products and strategies designed to meet my clients’ current needs, and more importantly, their future needs.

 I attended Stetson University in Deland, Florida and the University of South Florida in Tampa graduating with a degree in Political Science and Criminal Law.  I have been in the Financial Services Industry since 1985 and my mission is to help my clients work toward greater financial security and help them reach their goals. 

Being involved in the local community is one of my passions which includes Relay for Life, Junior Leadership Cape Coral Chair, Board of Directors Cape Coral Chamber of Commerce, and Leadership Cape Coral Class of 2001.

I enjoy reading, volleyball, golf, and the Florida sunshine, along with spending time with my amazing husband Phil, 2 glorious children, Heather and Beau,  and the “light of my life”- my granddaughter Sophia.

Phone 239-231-1345 x 405
Fax 239-244-8294
Mobile Phone 239-850-2114