Meet the Council
Learn more about the exceptional group of attorneys, financial planners, and wealth managers who volunteer their time to serve on our Professional Advisor Council.
Pat Antonetti
President - Antonetti Capital Management, LLC
[email protected]
239‐403‐0218
Mr. Pat Antonetti is the President & Managing Partner of Antonetti Capital Management, LLC with overall responsibility…
Joseph Charles
Senior Vice President/Private Wealth Advisor - FineMark National Bank & Trust
[email protected]
239-963-0751
Joseph Charles is a Senior Vice President & Private Wealth Advisor for FineMark’s Naples office. Mr. Charles…
Gary T. Crisci
Managing Principal - Crisci Private Wealth Management
[email protected]
239-919-8901
Gary provides comprehensive investment planning and portfolio management. He has helped clients address their financial concerns and…
Mitchell Dannenberg
LTCi Marketplace
[email protected]
239-877-1688
Mitchell lives full time in Naples, although he has clients across the county. The team at LTCi…
Robert P. Davis
Field Director | Wealth Management Advisor - RP Davis Wealth Planning Group | Northwestern Mutual
[email protected]
239-298-5080
Bobby and his team operate a national financial services and insurance firm, affiliated with Northwestern Mutual. They…
Serge Ecityan, CFA®
Director, Private Wealth Advisor - BMO Private Bank
[email protected]
239-592-2444
Serge serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held…
Rob Edwards
Managing Director - Investments, Senior PIM® Portfolio Manager, Edwards Group of Wells Fargo Advisors,
www.edwardsgroupnaples.com
[email protected]
239-254-2394
Rob Edwards is the founder of The Edwards Group of Wells Fargo Advisors, which provides wealth planning…
Mercedes Fonte
Financial Advisor/The Catena Group - Morgan Stanley Wealth Management
[email protected]
239-449-7826
Mercedes is a member of The Catena Group, a Private Wealth team at Morgan Stanley. Leveraging over…
Brad A. Galbraith
Galbraith, PLLC
[email protected]
239-325-5581
Brad A. Galbraith is the Managing Partner at Galbraith, PLLC’s Naples and Indianapolis offices. He earned his…
Richard E. Grows
Executive Director/Banker - J.P. Morgan Private Bank
[email protected]
239-263-1305
Richard “Rich” Grows has been with J.P. Morgan Private Bank for 13 years. As a Senior Banker,…
Amy L. Hale, CFP®
Vice President/Managing Director - Florida BMO Private Bank
[email protected]
239-592-2470
Amy oversees a team of professionals dedicated to providing high net worth individuals, families and organizations, including…
David M. Jones
President/Life Insurance Advisor - David M. Jones & Associates, Inc
[email protected]
239‐649‐7600
David M. Jones & Associates’ primary expertise involves leading‐edge insurance strategies and Life Settlements. The company has…
Charles A. Kerwood, III
Partner - Waller Financial Planning Group, Inc.
[email protected]
239-325-8505
Charlie has been with Waller Financial since 1990 where he has served various roles. Charlie currently serves…
Ryan Kinser, CFA® , CFP®
Co-Founder & Managing Partner, Oley Kinser Concierge Wealth, LLC / Financial Advisor, Raymond James Financial Services
[email protected]
239-778-1782
Offering comprehensive and multigenerational financial planning, Ryan and the team specialize in tailored portfolio construction and a…
Blake W. Kirkpatrick
Attorney - Wood, Buckel & Carmichael, PLLC
[email protected]
239‐552‐4121
Blake W. Kirkpatrick is a Florida Bar Board Certified Wills, Trusts and Estates attorney. His practice is…
William D. Lange
Senior Vice President, CWS, AIF - Regions Private Wealth Management
[email protected]
239-434-1128
312 Bill is a Senior Trust Advisor for the Naples office of Regions Private Wealth Management Group, with…
David Legus, MBA
Managing Director I Florida - Meristem Family Wealth
[email protected]
612-868-4107
David Legus has worked with business leaders and entrepreneurs for over 25 years. Before entering financial services,…
Brian V. McAvoy
Partner - Roetzel & Andress
[email protected]
239‐649-2722
Brian McAvoy focuses his practice on estate planning, estate and trust administration, business succession planning, Florida domicile…
Brett Oley
Co-Founder & Managing Partner, Oley Kinser Concierge Wealth, LLC - Financial Advisor, Raymond James Financial Services
[email protected]
239-778-1781
Brett Oley, a Co-Founder & Managing Partner of Oley Kinser Concierge Wealth and also a Financial Advisor…
Kimberly Philbin
Managing Director - Vision 360 Capital Partners
[email protected]
239-777-6509
Kimberly lives full time in Naples and has clients across the county. The team at Vision 360…
