Associate
Bond, Schoeneck, and King PLLC
239-659-3809

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Ray assists high net worth individuals and families with their estate planning needs, including drafting wills, trusts and advance directives tailored to family goals, asset protection and intergenerational wealth succession...

Senior Wealth Advisor
Mariner Wealth Advisors
239-426-6554

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Brian provides personalized wealth planning solutions for high-net-worth individuals, families, and business owners...

Senior Vice President, Wealth Advisor
Regions Private Wealth Management
239-434-1102

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Amy Rohde is a Senior Vice President and serves as a Wealth Advisor for Regions Private Wealth Management in Southwest Florida...

Certified Financial Planner & Certified Financial Therapist
[email protected]
212-625-1200

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Adam is a Lead Advisor for Ritholtz Wealth Management and runs the Naples office. He's a Certified Financial Planner and Certified Financial Therapist...

Vice President, Private Wealth Advisor
[email protected]
239‐566-0818

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As a Private Wealth Advisor, Jolene is responsible for providing comprehensive wealth management strategies tailored to her clients’ specific needs...

Executive Director & Banker- J.P. Morgan Private Bank
[email protected]
239‐263-1324

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Looking Out for What Matters Most: You I will help you develop and implement a long-term investment strategy that reflects your aspirations and priorities...

Founder & Partner - Wollman, Gehrke & Associates, P.A.
[email protected]
239-435-1533

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Edward E. Wollman is the founder & Partner of Wollman, Gehrke & Associates, P.A. law firm. He…

Vice President | Wealth Advisor- Truist Bank
[email protected]
941-280-5016

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Salvatore (Sal) Di Benedetto joined Truist as a Wealth Advisor in 2022. Prior to that, he started SD Legacy Partners...

Senior GenSpring Region Trust Advisor- Truist Wealth.
[email protected]
239‐598-0388

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Julie Farah is a Senior GenSpring Region Trust Advisor with Truist Wealth. She offers clients more than 26 years of experience with trusts and estates,...

Managing Director, Co-Founder- Private Capital Transaction Advisors
[email protected]
239-293-0321

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A.J. advises and represents the shareholders of privately held middle-market businesses through all aspects of the sale process...