---
title: "Stephen Poll — Certified Financial Planner (Bonita Springs) | Insurance Specialists of Ft Myers"
description: "Stephen is a Series 7 & 66 licensed securities professional who has been helping families, individuals, and business owners manage their wealth for over se"
lang: en
json-ld:
---

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![Stephen Poll - Certified Financial Planner (Bonita Springs) at Insurance Specialists of Fort Myers FL](/assets/stephen-poll-financial-planner-bonita-springs-CpoC2-Lg.webp)

# [Stephen Poll](mailto:stephen@fl-ins.com)

Certified Financial Planner

[Bonita Springs](https://www.fl-ins.com)

Stephen is a Series 7 & 66 licensed securities professional who has been helping families, individuals, and business owners manage their wealth for over seven years. He is the owner of Clay Financial. Born in Perrysburg, Ohio, Stephen later moved to Florida, where he met his wife, Gabby.

[Email](mailto:stephen@fl-ins.com)[Call](tel:+12395140225)[LinkedIn](https://www.linkedin.com/in/stephen-poll)[Clay Financial](https://www.clayfinancial.com)

## Meet Other Agents

[

![Annmarie Thompson - Branch Manager & Risk Advisor (Fort Myers) at Insurance Specialists of Fort Myers FL](/assets/annmarie-thompson-branch-manager-fort-myers-DMIvetZw.webp)

### Annmarie Thompson

Branch Manager & Risk Advisor



](/team/annmarie-thompson)[

![Alyssa Marrero - Risk Advisor (Fort Myers) at Insurance Specialists of Fort Myers FL](/assets/alyssa-marrero-risk-advisor-fort-myers-BzUNnFLF.webp)

### Alyssa Marrero

Risk Advisor



](/team/alyssa-marrero)[

![Andrew Koehneke - Managing Partner (Bonita Springs) at Insurance Specialists of Fort Myers FL](/assets/andrew-koehneke-managing-partner-bonita-springs-UqMMi1Ag.webp)

### Andrew Koehneke

Managing Partner



](/team/andrew-koehneke)

![Insurance Specialists of SW Florida - independent insurance agency](/assets/insurance-specialists-sw-florida-footer-logo-KAHxkE0K.webp)

We work to provide policies that protect our clients' assets and well-being. Licensed in Florida, Ohio, Michigan, Tennessee, Pennsylvania, South Carolina, and Indiana.

#### Contact

(239) 514-0225

annmarie@fl-ins.com

12251 Itec Park Dr, Unit 106

Fort Myers, FL 33913

#### Business Hours

Mon–Fri: 9am – 5pm

Sat–Sun: Closed

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