M&A Advisor - Oberon Securities, Inc.
[email protected]
239-293-0321

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A.J. advises and represents the shareholders of privately-held and family-owned businesses…

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…

Attorney - Wilson & Johnson, P.A.
[email protected]
239‐436‐1502

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George Wilson has practiced in the areas of estate and tax planning, charitable giving and trust and…

Wilson & Johnson
[email protected]
239-687-1380

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Jonas Weatherbie is recognized locally as a legal expert in the areas of estate and tax planning…

Senior Vice President - Chilton Trust
[email protected]
239-488-1051

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Mr. Walsh joins Chilton Trust as a Senior Vice President with nearly 20 years of experience working…

Vice President | Business Development Executive - Marsh & McLennan Agency - Private Client Services
[email protected]
239-597-0445

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As Business Development Executive with MMA Private Client Services (PCS), Patrick creates and delivers comprehensive personal risk…

Vice President - JPMorgan Private Bank
[email protected]
239-263-1321

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Sharon is a Vice President at JP Morgan Private Bank. Sharon has over 30 years of experience…

Financial Advisor | Senior Portfolio Advisor | Chartered Retirement Planning Counselor® Legates Carr Wealth Management | Merrill
Lynch, Pierce, Fenner & Smith, Inc.
[email protected]
239-450-2352

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Jordan N. Tompkins Financial Advisor | Senior Portfolio Advisor | Chartered Retirement Planning Counselor® Legates Carr Wealth…

Wealth Advisor - Wells Fargo Private Bank
[email protected]
239-552-2593

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Curt Todd is a wealth advisor for Wells Fargo Private Bank. As part of The Private Bank,…

Senior Portfolio Manager - Northern Trust
[email protected]
239-213-6192

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EXPERIENCE Jennifer Suden joined Northern Trust in 2020 as a Senior Personal Investment Portfolio Manager. In this…