Portfolio Archive - Page 2 of 7 - Collier Community Foundation

Chelsea-Klotz2024-02-22T10:44:58-05:00

President | Co-Founder | Financial Advisor- Ciccarelli Advisory Services, Inc.
[email protected]
239‐262-6577

Kim strongly believes there is a marriage between one’s health, wealth, dreams and family life. She helps her clients integrate their financial means with the other key components of their lives, assisting them in their journey towards lifelong well-being...

Christopher P. Bray, JD, CPA

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Christopher P. Bray, JD, CPA

Chelsea-Klotz2024-02-22T10:44:34-05:00

Managing Director- Bray Capital Advisors
[email protected]
239-451-6008

Chris is a national author and speaker on estate, gift, income tax, financial planning, and succession planning topics...

Jason A. Baum, CFA, CFP®, ChFC®

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Jason A. Baum, CFA, CFP®, ChFC®

Chelsea-Klotz2024-02-22T10:44:09-05:00

Senior Wealth Advisor- Mariner Wealth Advisors
[email protected]
239-345-8027

Jason is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Analyst® and a Chartered Financial Consultant®...

Gregory T. Barkauskas, CFP®

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Gregory T. Barkauskas, CFP®

Chelsea-Klotz2024-02-22T10:24:37-05:00

Managing Director | Financial Advisor | Private Advisor- Truist Investment Services, Inc.
[email protected]
239-598-0322

As a Financial Advisor in The Kellam Group of Truist Investment Services, Inc., Greg Barkauskas offers more than 35 years of wealth management experience...

Curt C. Edwards, CFP®, CAIA®, ChFC®, CLU®, CDFA

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Curt C. Edwards, CFP®, CAIA®, ChFC®, CLU®, CDFA

Chelsea-Klotz2024-02-22T10:23:52-05:00

President, Southwest Florida- Wilmington Trust, N.A.
[email protected]
239-313-1583

Curt is responsible for overseeing the delivery of wealth management services, including planning, trust, investment management, family office, and private banking, to high-net-worth clients throughout Southwest Florida...

Michael Mongin, CPWA®

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Michael Mongin, CPWA®

Chelsea-Klotz2024-02-22T10:21:42-05:00

Michael Mongin, CPWA®
[email protected]
239-920-4456

A veteran of the financial services sector, Michael Mongin is Senior Vice President, Advanced Planning & Wealth Advisor at Moran Wealth Management...

Dennis C. Brown

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Dennis C. Brown

Chelsea-Klotz2024-02-22T10:21:22-05:00

Senior Counsel- Bond, Schoeneck & King
[email protected]
239-659-3843

Dennis concentrates on trust and estate planning for high net worth individuals and families...

Brendan T. Conry, AIF, ChFC, CLU

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Brendan T. Conry, AIF, ChFC, CLU

Chelsea-Klotz2024-02-22T10:20:19-05:00

Founder and Principal
Conry Asset Management
[email protected]
As the leader of Conry Asset Management, Brendan is proud to provide investment and consulting services to individuals, corporations, non-profit endowments, and foundations since 1986...

John Paul “J.P.” Bratcher

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John Paul “J.P.” Bratcher

Chelsea-Klotz2024-02-22T10:19:15-05:00

Shareholder- GrayRobinson
[email protected]
239-598-3601

J.P. Bratcher focuses his legal practice on the areas of private wealth preservation, estate planning, estate and trust administration, business law, and fiduciary litigation...

Kevin Aizenshtat

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Kevin Aizenshtat

Chelsea-Klotz2024-02-22T10:18:19-05:00

Realtor, Gulf Coast International Properties
[email protected]
239-434-2558

Kevin Aizenshtat is a Florida native and an established, leading, luxury real estate agent in Naples...

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Kim Ciccarelli Kantor, CFP®, CAP®

Kim Ciccarelli Kantor, CFP®, CAP®

Christopher P. Bray, JD, CPA

Christopher P. Bray, JD, CPA

Jason A. Baum, CFA, CFP®, ChFC®

Jason A. Baum, CFA, CFP®, ChFC®

Gregory T. Barkauskas, CFP®

Gregory T. Barkauskas, CFP®

Curt C. Edwards, CFP®, CAIA®, ChFC®, CLU®, CDFA

Curt C. Edwards, CFP®, CAIA®, ChFC®, CLU®, CDFA

Michael Mongin, CPWA®

Michael Mongin, CPWA®

Dennis C. Brown

Dennis C. Brown

Brendan T. Conry, AIF, ChFC, CLU

Brendan T. Conry, AIF, ChFC, CLU

John Paul “J.P.” Bratcher

John Paul “J.P.” Bratcher

Kevin Aizenshtat

Kevin Aizenshtat

COLLIER COMMUNITY FOUNDATION®