Jennifer Suden

EXPERIENCE Jennifer Suden joined Northern Trust in 2020 as a Senior Personal Investment Portfolio Manager. In this role, she works with affluent families to identify the relevant investment objectives and implement a customized solution for each client. On an ongoing basis, she monitors and evaluates the investment strategies to ensure they continue to address the…

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Edward E. Wollman, JD, LLM

Edward E. Wollman is the founder & Partner of Wollman, Gehrke & Associates, P.A. law firm. He is Board Certified in Wills, Trusts & Estates by The Florida Bar and has a Masters Degree in Taxation from the University of Florida. Ed focuses his boutique practice on estate planning, trust and probate administration, art law,…

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George A. Wilson

George Wilson has practiced in the areas of estate and tax planning, charitable giving and trust and estate administration in Naples since 1980. He is certified by the Florida Bar as a specialist in Wills, Trusts and Estates. Prior to founding Wilson & Johnson, Mr. Wilson was a partner at Cummings & Lockwood. A frequent…

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Jonas B. Weatherbie, Esq.

Jonas Weatherbie is recognized locally as a legal expert in the areas of estate and tax planning and trust and estate administration. He frequently holds forums with other professionals in an effort to provide individuals with a better understanding of estate planning, tax planning, and asset protection. A Dean’s List student and varsity letter winner…

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Thomas L. Walsh, Jr., CFA

Mr. Walsh joins Chilton Trust as a Senior Vice President with nearly 20 years of experience working with ultra-high net worth individuals and families to deliver thoughtful and integrated solutions meeting the complex and sophisticated financial needs of his clients. Thomas has expertise helping clients navigate the wealth transfer and estate planning landscape, next generation…

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Patrick M. Trittler

As Business Development Executive with MMA Private Client Services (PCS), Patrick creates and delivers comprehensive personal risk management solutions for successful and affluent families with complex lifestyles and insurance needs. As a Naples resident for 25 years, Patrick as served with organizations such as Champions for Learning, Children’s Museum, National Kidney Foundation, NCH Ball Chair,…

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Sharon R. Treiser

Sharon is a Vice President at JP Morgan Private Bank. Sharon has over 30 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 and was recognized as a Women’s Foundation of…

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Jordan Tompkins, CRPC®

Jordan Tompkins began his career in the financial services industry in 2010. He is committed to helping clients with their wealth management planning, investment management strategies as well as providing access to banking solutions from Bank of America. Utilizing a goals-based approach in working with his affluent clientele, Jordan dedicates significant time to understanding factors…

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Curt C. Todd

Curt Todd is a wealth advisor for Wells Fargo Private Bank. As part of The Private Bank, Mr. Todd is responsible for understanding and managing the financial situations for high-net-worth clients, first by identifying each client’s unique goals then coordinating a team of specialists to implement custom, comprehensive wealth plans to help accomplish those goals.…

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Jeannine Stetson, CTFA

Jeannine is a Wealth Services Advisor, building client relationships, as well as assisting clients with their investment management and estate planning evaluation and strategy. She has an established trust and banking career of 20 years. Prior to joining The Trust Company, Jeannine worked at BB&T in Naples where she served as vice president, personal trust…

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