Please ensure Javascript is enabled for purposes of website accessibility

John W. Lehman

2024-05-17T11:15:30-04:00

Financial Advisor
Faithward Advisors, LLC
239-747-7010


Financial Advisor John Lehman of works with individuals, families and nonprofits to reach their financial goals. Faithward Advisors’ team of experienced wealth managers and legacy professionals bring a well-balanced, stewardship-centered approach to financial planning...

Meredith B. Martin

2024-05-15T11:47:05-04:00

Partner
Harrison LLP
239-460-7872


Harrison LLP is a national law firm with deep roots in estate planning. The firm and its attorneys have consistently been recognized for excellence by Chambers High Net Worth Guide, the American College of Trust and Estate Counsel, Best Lawyers, and Best Law Firms by U.S. News & World Report...

Margaret McMorrow

2024-05-13T15:30:38-04:00

Senior Vice President, Wealth Services Advisor
The Naples Trust Company
239-451-6062


Margaret (Maggie) McMorrow, J.D. is responsible for developing client relationships in both Collier and Lee Counties by assisting clients in identifying and prioritizing their wealth management needs...

Rayndel Valle

2024-04-04T16:28:31-04:00

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


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...

Amy B. Rohde

2024-03-14T09:51:53-04:00

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


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