Strengthening our Community Forever
ATTORNEY ∙ CPA ∙ FINANCIAL PLANNER ∙ INSURANCE UNDERWRITER ∙ TRUST OFFICER ∙ OTHER
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 Christopher P. Bray Willow Street Advisors, LLC 9132 Strada Place, 2nd Floor Naples, FL 34108 Phone: 239-596-9080 Fax: 239-596-9083 CPBray@WillowStreetAdvisors.com
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Chris is a Managing Director and co-founder of Willow Street Advisors, LLC - a boutique private wealth management firm with offices in Naples, Florida and Akron, Ohio. Chris serves as Chairman of the Board of Trustees of the Community Foundation of Collier County. Chris has over 20 years of experience providing comprehensive tax, estate, investment, and financial planning advice to high net worth families. Credentials: JD, CPA, Master in Taxation |
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Dennis C. Brown Bond, Schoeneck & King, PLLC 4001 Tamiami Trail N., #250 Naples, FL 34103-3555 Phone: 239-659-3812 Fax: 239-659-3812
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Dennis C. Brown, a graduate of Pennsylvania State University and Syracuse University Law Schools, is the manager of Bond, Schoeneck & King's Florida Offices. He is a Florida Bar Board Certified Tax Lawyer and a Florida Licensed Certified Public Accountant, concentrating on estate planning, probate law and sophisticated tax matters. Credentials: Licensed to practice law in Florida and New York; Florida Board Certified Tax Attorney; CPA-FL and NY. |
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William M. Burke Coleman, Yovanovich & Koester, P.A. 4001 Tamiami Trail N., #300 Naples, FL 34103 Phone: 239-435-3535 Fax: 239-435-1218 |
Bill is a shareholder of Coleman, Yovanovich & Koester, P.A. He is a Board Certified Specialist in Wills, Trusts and Estates Law and has been practicing law over 20 years. Credentials: JD, Brd. Cert. Wills, Trusts & Estate Law. Bill has an AV rating from Martindale-Hubbell. He is a member of the Real Property and Probate Law Sections of the Florida Bar and American Bar Association, and a member of the Estate Planning Council of Naples.
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 Cynthia Carlson Akerman Senterfitt 9128 Strada Place #205 Naples, Fl 34108 Phone: 239-449-5560 Fax: 866-223-3043 |
Cynthia is a shareholder with the law firm of Akerman Senterfitt in its Naples, Florida office. Cynthia's practice is focused on estate planning, estate and trust administration, probate, estate and gift tax planning, charitable planning and forming and advising nonprofit organizations. Cynthia is admitted to practice in Florida and New York and before the United States Tax Court. Cynthia holds a Bachelor of Arts from the University of New Orleans, a Master of Science in Nonprofit Management from The New School University, a Juris Doctorate, summa cum laude, from New York York Law School, and a Masters of Law (LLM) in taxation from New York University School of Law. |
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Kevin Carmichael Salvatori, Wood & Buckel, Attorneys at Law 9132 Strada Place, Fourth Floor Naples, FL 34108-2683 Phone: 239-552-4127 Fax: 239-649-0158 |
Kevin practices in the areas of business law, federal/state taxation, tax controversy, inbound/outbound tax planning for US and foreign persons, mergers/acquisitions of for-profit and non-profit entities, exempt organization planning, business succession planning, asset protection planning and US and international estate planning. He is fluent in Spanish. Credentials: MS, JD, LLM, CPA. Adjunct Professor of Tax Law, Ave Maria School of Law |
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Paul W. Dresselhaus BNY Mellon Wealth Management 4901 Tamiami Trail N Naples, FL 34103 Phone: 239-919-5517 Fax: 239-919-5505 |
Paul W. Dresselhaus Managing Director - FL West Paul Dresselhaus is managing director for BNY Mellon Wealth Management in its Florida region. In this role, he oversees client service, new business development and marketing activities on the Florida west coast. Mr. Dresselhaus joined the firm in 2006 and has more than 27 years of wealth management and private banking experience. Prior to his current role, Mr. Dresselhaus was president of the Bank of America Florida Private Bank and regional president for Northern Trust in the Tampa Bay area. Mr. Dresselhaus received a bachelor's degree from Augustana College and his juris doctorate from The John Marshall Law School and is a member of the Iowa Bar. He also received his Certified Financial Services Representative designation through the ABA National Graduate Trust School at Northwestern University. |
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Brad A. Galbraith Hahn, Loeser & Parks, LLP 800 Laurel Oak Drive, #600 Naples, FL 34108 Phone: 239-552-2990 Fax: 239-254-2949
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Brad is a partner with Hahn Loeser & Parks LLP. His practice focuses exclusively on providing creative, cutting-edge estate, tax, and business planning advice to business owners and other wealthy individuals. Brad is board certified in Wills, Trusts and Estates by the Florida Bar Association and also a Certified Public Accountant. Licensed to Practice Law in FL & IN, FL Board Certified Wills, Trusts & Estates, CPA |
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Gregory T. Holtz The Private Client Reserve at US Bank 8985 Fontana Del Sol Way Naples, FL 34109 Phone: 239-552-3802 Fax: 239-597-8445 |
As a wealth management advisor with The Private Client Reserve, Greg helps a select group of clients meet their financial objectives by providing comprehensive wealth management services in the area of private banking, personal trust, investment management and financial planning. Credentials: A.B., MS, JD, CTFA. Admitted to the Bars of FL, OH, DC |
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Adam Kerlek Bond Schoeneck & King 4001 Tamiami Trail North, Suite 250 Naples, FL 34103 Phone: 239.659.3800 |
Adam is an attorney with Bond, Schoeneck & King, PLLC in Naples where he concentrates his practice on complex estate planning and wealth transfer, probate and trust administration, and business planning for closely held-businesses and charitable organizations. Credentials: J.D. University of Miami; B.S. Engineering Ohio State University
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Blake W. Kirkpatrick Salvatori, Wood & Buckel, Attorneys at Law 9132 Strada Place, Fourth Floor Naples, FL 34108-2683 Phone: 239-552-4121 Fax: 239-649-0158 |
Blake’s practice is concentrated in the areas of estate and tax planning, charitable planning, business succession planning, and estate and trust administration. He has spoken to many different organizations on estate planning, charitable planning and estate administration related topics as well as authored articles for various publications. Credentials: BS, MA Economics, JD, Florida Bar Board Certified Wills Trusts & Estates, FL Super Lawyer |
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Andrew J. Krause Hahn, Loeser & Parks, LLP 800 Laurel Oak Drive, #600 Naples, FL 34108 Phone: 239-254-2902 Fax: 239-254-2949
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Andy, a partner with Hahn Loeser & Parks LLP, is admitted to practice in Florida and has over 30 years of experience in estate planning, estate settlement and estate and trust administration. Andy is a multi-year recipient of numerous honors and awards as a top-rated lawyer. Credentials: JD, LLM, Best Lawyer, FIVE STAR, Super Lawyer, AV Rated, FL Bar Cert. Specialist in Wills & Trusts, Board Member Avow Hospice, Education Foundation of Collier Cty's Man of Distinction |
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Laird A. Lile Laird A. Lile, P.A., Attorney and Counsellor at Law 3033 Riviera Drive, #104 Naples, FL 34103 Phone: 239-649-7778 Fax: 239-649-7780 |
Laird A. Lile focuses exclusively on estate and trust matters. He also represents beneficiaries, assisting them in understanding and working to protect their interests. Laird has served as court appointed fiduciary, arbitrator and mediator for trust and estate disputes. Credentials: JD with honors; LL.M. in Estate Planning |
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Jeanette M. Lombardi Jeanette M. Lombardi, P.A. 3033 Riviera Dr. #202 Naples, FL 34103 Phone: 239-403-9430 Fax: 239-643-7017 |
Ms. Lombardi is experienced in estate and gift tax planning, estate administration and in representing fiduciaries and beneficiaries in trust estate administration. Admitted to Florida, 1993; Member, The Florida Bar (Real Property, Probate and Trust Law Section); Member, Collier County Bar Association (Trusts and Estates Section); Member, Collier County Women’s Bar Association (President, 1998-99; Board, 1996-2000); Member, Florida Association for Women Lawyers. Credentials: JD |
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Brian V. McAvoy Harter Secrest & Emery, LLP 5811 Pelican Bay Blvd., #600 Naples, FL 34108-2711 Phone: 239-598-4444 Fax: 239-598-2781 |
Brian McAvoy serves individuals and businesses throughout southwest Florida. Brian's practice areas include estate planning, estate and trust administration, probate litigation, general business, and real estate law. He is a board-certified specialist in estate planning and probate law as recognized by the Florida Bar. Brian is also the partner in charge of the firm's office in Naples, FL. Credentials: JD, Brd. Cert. Wills, Trusts & Estates Law |
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William H. Myers Porter Wright Morris & Arthur LLP 9132 Strada Place Third Floor Naples, FL 34108-2683 Phone:239-593-2953 Fax: 239-593-2990 wwwporterwrights.com |
Bill helps clients to preserve wealth, while still enjoying the fruits of their labor, and to plan for and implement sound financial legacies. In particular, he works with clients to develop tailored, yet flexible, strategies that minimize adverse tax consequences and is adept at structuring trusts that provide for both current and future family needs. In addition, Bill assists clients who have chosen to split their time between Florida’s Gulf Coast and some other location to establish domicile in Florida and reap the benefits of Florida’s favorable wealth management laws without severing key ties with other jurisdictions. Bill also works with clients to develop charitable giving plans that not only achieve tax savings but also further the efforts and reach of civic organizations that offer so much to those they serve. Bill draws on his years of experience in the trust banking field and in 30 years of private practice to advance client interests. For his efforts, he has been recognized as a Florida Super Lawyer® and has been Board Certified by The Florida Bar in the area of Estate Planning & Probate. Additionally, Bill has been listed in The Best Lawyers in America®.
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Gail K. Neuharth |
Gail is a Senior Vice President and Wealth Advisor with The Northern Trust Company. For over 30 years, Gail has provided comprehensive advice and education to high net worth individuals and families on tax, wealth transfer and charitable planning. Credentials: JD, CPA, MBA (Finance), Member of the ABA and FL Bar's Real Property, Probate and Trust Law Sections, Collier County Bar Association (Trusts and Estates Section), AICPA, and the Estate Planning Council of Naples.
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Bradley G. Rigor Quarles & Brady, LLP 1395 Panther Lane, #300 Naples, FL 34109 Phone: 239-659-5032 Fax: 239-213-5400 |
Brad is a Florida Bar Board Certified Wills, Trusts and Estates Attorney who concentrates his practice in providing estate, gift and charitable planning advice and estate and trust settlement services to high net worth families. Credentials: JD, FIVE STAR, FL Super Lawyer, FL Legal Elite, FL Bar Cert. Specialist in Wills & Trusts |
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Lorna J.Scharlacken Harter Secrest & Emery LLP 5811 Pelican Bay Blvd., Suite 600 Naples, FL 34108 Phone: 239.598-5818 |
Lorna, a life-long Neapolitan, is a partner with Harter Secrest & Emery LLP, specializing in estate planning and corporate law. Lorna’s professional focus is on the transition of wealth and closely held business interests from one generation to the next, while minimizing tax liabilities, promoting family harmony and solving problems. Lorna’s practice is built on the belief that every client is entitled to a customized, personal plan that accomplishes their objectives. Toward that end, Lorna favors the team-based approach, believing that clients are best served when professional advisors work together. Credentials: Lorna earned her LLM from New York University, her JD, cum laude, from Thomas M. Cooley Law School and her BA from the University of Florida. She is licensed to practice in Florida and New York. |
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Robert J. Stommel Porter Wright Morris & Arthur, LLP 9132 Strada Place, Third Floor Naples, FL 34108-2683 Phone: 239-593-2961 Fax: 239-593-2990 |
Bob is a FL Bar Board Certified Wills Trusts & Estates attorney licensed in Florida and Michigan. He practices exclusively in estates and trusts. Professional memberships include the estate planning sections of the Bar and the FL and MI Association of CPA's. Credentials: JD, with honors, AV Rated, Best Lawyer, FL Super Lawyer |
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George A. Wilson Wilson & Johnson, PA 821 Fifth Avenue S., #104 Naples, FL 34102 Phone: 239-436-1502 Fax: 239-436-1535
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George A. Wilson is an attorney who has practiced in the areas of estate and tax planning, charitable giving and trust and estate administration in Naples, Florida since 1980. Mr. Wilson has served as a Director for the David Lawrence Center and Foundation, Moorings Park, Step-By-Step and the Guadalupe Center. Credentials: J.D., LL.M. in Estate Planning |
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Edward Wollman Wollman, Gehrke & Solomon, P.A. 2235 Venetian Court, Suite 5 Naples, FL 34109 Phone: 239-435-1533 Fax: 239-435-1433 |
Ed has been serving his clients for over 24 years; his firm focuses on Philanthropy and Estate Planning. Ed has always been active on many local charitable and professional boards, most recently on AVOW/Hospice and The Naples Art Association. Credentials: JD, LLM, Masters in Laws & Taxation, Brd. Cert. in Wills, Trusts & Estates. |
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Joseph D. Zaks Roetzel & Andress, LPA 850 Parkshore Drive, #300 Naples, FL 34103 Phone: 239-262-5959 Fax: 239-261-3659 |
Joseph Zaks, a partner in the law firm of Roetzel & Andress, has been a Naples resident for over nineteen years. Mr. Zaks is a Florida Bar Board Certified Wills, Trusts and Estates Lawyer and is a member of the Florida and Massachusetts Bar Associations. Credentials: Brd. Cert. Wills, Trusts & Estates |
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Christopher P. Bray Willow Street Advisors, LLC 9132 Strada Place, 2nd Floor Naples, FL 34108 Phone: 239-596-9080 Fax: 239-596-9083 |
Chris is a Managing Director and co-founder of Willow Street Advisors, LLC - a boutique private wealth management firm with offices in Naples, Florida and Akron, Ohio. Chris serves as Chairman of the Board of Trustees of the Community Foundation of Collier County. Chris has over 20 years of experience providing comprehensive tax, estate, investment, and financial planning advice to high net worth families. Credentials: JD, CPA, Master in Taxation |
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Dennis C. Brown Bond, Schoeneck & King, PLLC 4001 Tamiami Trail N., #250 Naples, FL 34103-3555 Phone: 239-659-3812 Fax: 239-659-3812 |
DENNIS C. BROWN, a graduate of Pennsylvania State University and Syracuse University Law Schools, is the manager of Bond, Schoeneck & King's Florida Offices. He is a Florida Bar Board Certified Tax Lawyer and a Florida Licensed Certified Public Accountant, concentrating on estate planning, probate law and sophisticated tax matters. Credentials: Licensed to practice law in Florida and New York; Florida Board Certified Tax Attorney; CPA-FL and NY. |
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Kevin Carmichael Salvatori, Wood & Buckel, Attorneys at Law 9132 Strada Place, Fourth Floor Naples, FL 34108-2683 Phone: 239-552-4127 Fax: 239-649-0158 |
Kevin practices in the areas of business law, federal/state taxation, tax controversy, inbound/outbound tax planning for US and foreign persons, mergers/acquisitions of for-profit and non-profit entities, exempt organization planning, business succession planning, asset protection planning and US and international estate planning. He is fluent in Spanish. Credentials: MS, JD, LLM, CPA. Adjunct Professor of Tax Law, Ave Maria School of Law |
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Brad A. Galbraith Hahn, Loeser & Parks, LLP 800 Laurel Oak Drive, #600 Naples, FL 34108 Phone: 239-552-2990 Fax: 239-254-2949
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Brad is a partner with Hahn Loeser & Parks LLP. His practice focuses exclusively on providing creative, cutting-edge estate, tax, and business planning advice to business owners and other wealthy individuals. Brad is board certified in Wills, Trusts and Estates by the Florida Bar Association and also a Certified Public Accountant. Licensed to Practice Law in FL & IN, FL Board Certified Wills, Trusts & Estates, CPA |
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Ellen C. Vanderburg Key Private Bank 3777 Tamiami Trail N., #100 Naples, FL 34103 Phone: 239-659-8812 Fax: 239-659-8838 |
Ellen Vanderburg, CPA, is a Senior Vice President and Regional Trust Manager for Key Private Bank. With over thirty years experience in the financial services industry, her expertise in personal trusts, estate planning and taxation make her a trusted advisor to high net worth individuals and not-for-profit organizations. Credentials: MBA-Tax; BBA-Acctg; CPA |
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Gregory T. Barkauskas SunTrust Investment Services, Inc.
8001 Laurel Oak Drive, 2nd Fl Naples, FL 34108 Phone: 239-598-0322 Fax: 239-598-0554 |
Greg has over 30 years’ experience offering objective and independent financial advice to institutions and individuals. He spent over a decade on Wall Street. For the past 20 years, Greg has worked for various Investment Firms in Florida helping executives, business owners, and retirees define and achieve their financial goals. B.A. Princeton University; MBA Finance, Columbia University; CFP Series 7,24,63,65 Life, Health & Variable Annuities |
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Christopher P. Bray Willow Street Advisors, LLC 9132 Strada Place, 2nd Floor Naples, FL 34108 Phone: 239-596-9080 Fax: 239-596-9083 |
Chris is a Managing Director and co-founder of Willow Street Advisors, LLC - a boutique private wealth management firm with offices in Naples, Florida and Akron, Ohio. Chris serves as Chairman of the Board of Trustees of the Community Foundation of Collier County. Chris has over 20 years of experience providing comprehensive tax, estate, investment, and financial planning advice to high net worth families. Credentials: JD, CPA, Master in Taxation |
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Kim Ciccarelli Kantor Ciccarelli Advisory Services, Inc. 3066 Tamiami Trail N., Suite 202 Naples, FL 34103 Phone:239-262-6577 Fax: 239-649-6315 |
Kim is co-founder and president of Ciccarelli Advisory Services, Inc., a family-owned comprehensive financial planning and investment advisory firm with offices in Florida and New York. Her focus is to develop strategic plans for both clients and the firm. Kim's passion is for the "family entity(s)" served, encouraging the unity of communication and education for a lifetime of financial and personal successes. Credentials: CFP®, CAP™ |
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David J. Ciganek BankUnited Investment Services, Inc. Gladiolus Crossing Office 8646 Gladioulus Dr #310 Fort Myers, FL 33908 Phone: 239-466-2511 Fax: 239-432-2725 |
David is a Senior Vice President and Investment Solutions Specialist for Key Private Bank. He has over 25 years of experience in the financial services industry with an expertise in investment management, trust and estate planning. He helps clients grow and preserve their assets, provides lifetime income strategies while embracing a holistic approach in order to maximize the probability his clients achieve their goals. Credentials: BS Math; CFP; ChFc; AAMS; LUTCF |
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Paul W. Dresselhaus BNY Mellon Wealth Management 4901 Tamiami Trail N Naples, FL 34103 Phone: 239-919-5517 Fax: 239-919-5505 |
Paul W. Dresselhaus Managing Director - FL West Paul Dresselhaus is managing director for BNY Mellon Wealth Management in its Florida region. In this role, he oversees client service, new business development and marketing activities on the Florida west coast. Mr. Dresselhaus joined the firm in 2006 and has more than 27 years of wealth management and private banking experience. Prior to his current role, Mr. Dresselhaus was president of the Bank of America Florida Private Bank and regional president for Northern Trust in the Tampa Bay area. Mr. Dresselhaus received a bachelor's degree from Augustana College and his juris doctorate from The John Marshall Law School and is a member of the Iowa Bar. He also received his Certified Financial Services Representative designation through the ABA National Graduate Trust School at Northwestern University. |
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Jeffrey R. Erickson Abbott Downing Private Wealth Management 301 Fifth Avenue S., #204 Naples, FL 34102 Phone: 239-263-6691 Fax: 239-434-7849 |
Credentials: MBA, CFA
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Robin M. Hamilton Morgan Stanley Wealth Management
8889 Pelican Bay Blvd, Suite 300 Naples, FL 34108 Phone: 239-449-7863 Fax: 239-236-1296 |
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Linda S. Inman, CFP Iberia Wealth Advisors 2150 Goodlette Road North, Suite 800 Naples, FL 34102 Phone: 239-403-2563 Fax: 239-403-2569 |
Linda is Vice President and Wealth Strategist for Iberia Wealth Advisors and has more than 20 years of experience in fiduciary and investment management. She is involved in many organizations including the Women's Philanthropic Network and the Naples Estate Planning Council. BS-Virginia Commonwealth University; MBA-College of William & Mary; CFP, Series 7 & 66 licenses |
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David M. Jones David M. Jones & Associates, Inc. 4501 Tamiami Trail N., #419 Naples, FL 34103 Phone: 239-649-7600 Fax: 239-649-4562 |
David M. Jones & Associates' primary expertise involves leading-edge insurance strategies. The company has been providing innovative estate planning for high net worth clients since 1985 and represents over 50 of the highest rated life insurance carriers. David has been a Naples resident since 1976. CLU, ChFC, AEP |
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Lisa K. Merritt
JPMorgan Private Bank 8870 Tamiami Trail N. Naples, FL 34108 Phone: 239-596-7158 Fax: 239-596-7183 |
Lisa Merritt is a Senior Banker with JPMorgan Private Bank, and has been with the company over 23 years. She provides wealthy families with holistic advice regarding personal and business strategies to achieve their goals around banking, investments, credit, estate and philanthropic planning. In 2009 she was recognized by Barron's as one of the top 70 financial advisors in Florida. Credentials: CFP; NASD Series 7, 63, and 24 Securities Principals license. |
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 Charles A. Kerwood Waller Financial Planning Group 801 Laurel Oak Drive Suite 610 Naples, FL 34108 Phone: 239-325-8505 Fax: 239-325-8506 |
Charlie has been with Waller Financial since 1990 where he has served various roles. Charlie currently serves as the firm's Chief Compliance Officer. His primary responsibilities are focused on client services and business development, predominantly in the Southwest Florida region. avid reader and loves spending time entertaining and hosting friends and family. When Charlie is not entertaining, you will find him on the links. |
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 Stephan J. Contorno Merrill Lynch 9128 Strada PL, Suite 301
Naples, FL 34108
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Stefan has worked in the Financial Services industry for over 18 years, providing financial advisory services to wealthy individuals, business owners and corporate executives. He joined Merrill Lynch as a Naples Financial Advisor in 2008. In 2010, Research Magazine recognized Stefan with its ETF Hall of Fame Award. Stefan and his associates offer both the intimacy of a boutique and the global resources of one of the world’s largest financial firms. Stefan is an active leader in the community serving on several boards. Stefan was educated at Baruch College in New York City where he received a B.B.A. in Economics. Stefan enjoys spending time with his wife and two children. |
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David M. Jones David M. Jones & Associates, Inc. 4501 Tamiami Trail N., #419 Naples, FL 34103 Phone: 239-649-7600 Fax: 239-649-4562 |
David M. Jones & Associates' primary expertise involves leading-edge insurance strategies. The company has been providing innovative estate planning for high net worth clients since 1985 and represents over 50 of the highest rated life insurance carriers. David has been a Naples resident since 1976. CLU, ChFC, AEP |
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Jerry F. Nichols Northwestern Mutual-Brown & Brown Benefits 999 Vanderbilt Beach Rd., #511 Naples, FL 34108 Phone: 239-591-8116 Fax: 866-240-2342 |
Jerry is a Financial Representative with Northwestern Mutual Financial Network. He has guided his ever growing client base in their purchase of Life Insurance, Annuities and Long Term Care. Northwestern Mutual holds the highest financial ratings and is the largest direct provider of life insurance in America. Credentials: CPA, CLU, ChFC |
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William R. Slepcevich Slepcevich Financial Group 2375 Tamiami Trail N., #208 Naples, FL 34103 Phone: 239-435-9433 Fax: 239-435-0104 |
Slepcevich Financial Group just celebrated their 36th anniversary in the financial services industry. William R. Slepcevich started the firm in May of 1974 in Northern Indiana. He opened his first Naples office in August of 1995.Credentials: RFC, Registered Financial Consultant; ChFC, Chartered Financial Consultant; IAR, Investment Advisory Rep.; CLU, Chartered Life Underwriter |
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Curt C. Edwards Director Fifth Third Private Bank – South Florida Phone: 239.591.6462 Fax: 239.591.6329 Curt.Edwards@53.com
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Curt has more than 14 years of Wealth Management experience. Prior to joining Fifth Third Private Bank as the Director, Curt was a Banker with J.P. Morgan. Curt is the past President and current Director of the Corporate Fiduciaries of Collier County, as well as an active member of the Estate Planning Council of Naples. He is a Graduate of the Leadership Collier program and volunteers his time in support of various charitable organizations throughout Southwest Florida.Curt and his wife have been residents of Naples for more than 10 years. Curt is the current President of the Lorenzo Walker Education Foundation. Credentials: BS Business Administration, Boston University Investment Advisor Representative (Series 65) Registered Uniform Securities Agent (Series 63) Registered General Securities Representative (Series 7)
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Joseph L. Charles Cypress Trust Company 850 Park Shore Drive, #101 Naples, FL 34103 Phone: 239-449-6930 Fax: 239-262-5301 |
Joe has been providing services to his clients in Naples for over 13 years in the trusts, estates, retirement and charitable planning areas. He is past President of the Greater Naples Area Planned Giving Council and is a current Board Member of the Estate Planning Council of Naples, Inc. BA, Miami University, Ohio; FL Bankers' Assoc. Graduate Trust School at the University of South Florida |
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Gregory T. Holtz The Private Client Reserve at US Bank 8985 Fontana Del Sol Way Naples, FL 34109 Phone: 239-552-3802 Fax: 239-597-8445 |
As a wealth management advisor with The Private Client Reserve, Greg helps a select group of clients meet their financial objectives by providing comprehensive wealth management services in the area of private banking, personal trust, investment management and financial planning. Credentials: A.B., MS, JD, CTFA. Admitted to the Bars of FL, OH, DC |
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Linda S. Inman, CFP Iberia Wealth Advisors 2150 Goodlette Road North, Suite 800 Naples, FL 34102 Phone: 239-403-2563 Fax: 239-403-2569 |
Linda is Vice President and Wealth Strategist for Iberia Wealth Advisors and has more than 20 years of experience in fiduciary and investment management. She is involved in many organizations including the Women's Philanthropic Network and the Naples Estate Planning Council. BS-Virginia Commonwealth University; MBA-College of William & Mary; CFP, Series 7 & 66 licenses |
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William D. Lange Regions Bank Private Wealth Management 4851 Tamiami Trail N. Naples, FL 34103 Phone: 239-434-1128 Fax: 239-434-2578 |
Bill has over 31 years of experience assisting individuals, families, businesses, and non-profits with their Investments, IRA's, Trust, Estate, and Charitable Planning. He has been a resident of Naples for 21 years and serves as the Senior Officer for the Naples office of Regions Bank Private Wealth Management. Credentials: Accredited Investment Fiduciary; BS Finance, OH State University; OH Bankers Trust School at Ashland College |
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Lester B. Law U.S. Trust, Bank of America Private Wealth Management 765 Seagate Drive Naples, FL 34103 Phone: 239-254-3206 Fax: 800-976-6163 |
LESTER B. LAW is a senior Vice President and Wealth Strategist of the National Wealth Strategies Group of U.S. Trust, Bank of America Private Wealth Management. Prior to joining U.S. Trust, he practiced for about 13 years as an attorney focusing on estate and trust planning and administration and corporate and partnership law. Lester received his degrees from University of Florida (LL.M. - Tax), The University of North Carolina at Chapel Hill (JD), University of Miami (MST) and Florida International University (BBA - Accounting). Lester is board certified from the Florida Bar in the area of Wills, Trust and Estates. Lester is an active committee member of the ABA's Real Property Trust and Estate Section and the Florida Bar's Real Property Probate and Trust Law section. Credentials: FL Bar, CPA (FL retired), BBA, MST, JD, LLM Tax, Brd. Cert. Wills, Trusts, Estates |
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Shelley Rhoads Perry Huntington Wealth Advisors 8889 Pelican Bay Blvd., #100 Naples, FL 34108-7503 Phone: 239-594-1400 Fax: 239-594-7315 |
J.D., Licensed in FL, MA and RI
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Key Private Bank 3777 Tamiami Trail N., #100 Naples, FL 34103 Phone: 239-659-8812 Fax: 239-659-8838 |
Ellen Vanderburg understands that not everyone shares her 30 years of experience in the financial industry and the technical knowledge to decipher complex tax codes. Expertise in personal trusts, estate planning and taxation makes Ellen a trusted advisor to numerous high-net-worth individuals and not-for-profit organizations. She received her undergraduate degree in accounting from Southern Methodist University and her MBA (Taxation) from Golden Gate University. Through her volunteer efforts, Ellen has provided sound leadership to many organizations. She is actively involved with The League Club Board of Directors, Community Foundation of Collier County Professional Advisory Board, AMIkids – Big Cypress Board of Directors, YMCA of the Palms Endowment Board, United Way, Champions for Learning Take Stock in Children Leadership Council, Leadership Collier and Leadership Florida.
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Gail S. Webster Huntington Wealth Advisors 8889 Pelican Bay Blvd., #100 Naples, FL 34108-7503 Phone: Fax: 239-594-7315 |
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Jennifer L. Wisnar Regions Morgan Keegan Trust 4851 Tamiami Trail N. Naples, FL 34103 Phone: 239-434-1125 Fax: 239-434-2578 |
Jennifer Wisnar is a Personal Trust Officer for REgions Trust. She works closely with clients concerning multiple wealth management issues, including retirement planning, taxation and trust and estate planning. Jennifer has been with Regions for 9 years, and has been a resident of Naples for 27 years. Credentials: BA; FL Bankers' Assoc. Graduate Trust School |
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William R. Slepcevich Slepcevich Financial Group 2375 Tamiami Trail N., #208 Naples, FL 34103 Phone: 239-435-9433 Fax: 239-435-0104 |
Slepcevich Financial Group just celebrated their 36th anniversary in the financial services industry. William R. Slepcevich started the firm in May of 1974 in Northern Indiana.He opened his first Naples office in August of 1995. Credentials: RFC, Registered Financial Consultant; ChFC, Chartered Financial Consultant; IAR, Investment Advisory Rep.; CLU, Chartered Life Underwriter |
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Sharon R. Treiser PNC Wealth Management 15465 Tamiami Trail N. Naples, FL 34110 Phone: 239-254-4212 Fax: 239-593-6628 |
Sharon is a Senior Relationship Manager, Vice President for the local PNC Wealth Management office. Sharon has over 24 years of experience providing comprehensive wealth management to high net worth families and individuals, including investment portfolio management, estate planning and financial planning. She devotes much of her time to local charitable endeavors. Credentials: MBA, Finance, Washington University, St. Louis
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Pat Antonetti Antonetti Capital Management, LLC 2590 Golden Gate Pkwy, Suite 101 Naples, FL 34105 Phone: 239-403-0218 Fax: 239-403-0164 |
Antonetti Capital Management, LLC (ACM) is a fee-only, Registered Investment Advisor. Our organizational and equity structure includes The Halstatt Partnership, which is the investment arm of the Sproul Family and member of the Barron G. Collier Family Legacy. Our experience with the Halstatt Partnership provides an understanding and experience in providing investment management solutions to high net worth individuals and families. Mr. Pat Antonetti is the President & Managing Partner of Antonetti Capital Management, LLC with overall responsibility for investment management. Pat has over seventeen years of investment management experience. He graduated with an MBA from the University of Miami and holds a Bachelors Degree in Finance from the University of South Florida in Tampa, FL. In addition, he holds FINRA Series 65 & 66 licenses.
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