Portfolio Archive - Page 3 of 7 - Collier Community Foundation

Chelsea-Klotz2024-02-01T16:27:58-05:00

Shareholder
Gunster
[email protected] 239-514-1000

Marcie Charles is a shareholder in the Private Wealth Services practice in the firm’s Naples office.

Joe Hatfield, AIF®, CPFA

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Joe Hatfield, AIF®, CPFA

Chelsea-Klotz2023-12-12T11:33:16-05:00

Vice President- OneGroup Retirement Advisors
[email protected]
239-254-6008

Joe is an Accredited Investment Fiduciary, AIF® and Certified Plan Fiduciary Advisor, CPFA®...

Yvonne Bourk, CEPA®

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Yvonne Bourk, CEPA®

Chelsea-Klotz2023-10-26T12:51:49-04:00

Vice President | Private Wealth Advisor- U.S. Bank Private Wealth Management
[email protected]
239-566-0807

Sharon R. Treiser, MBA

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Sharon R. Treiser, MBA

Chelsea-Klotz2023-10-04T15:17:18-04:00

South Florida Market Lead
Manning & Napier
streiser@manning-napier
239-877-0989

Sharon R. Treiser, MBA, is a longtime philanthropist and leader in the Naples financial services community...

Joshua Drysdale, JD

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Joshua Drysdale, JD

Chelsea-Klotz2023-09-25T14:03:38-04:00

Senior Vice President
[email protected]
239-598-0331

Josh Drysdale is a Senior Vice President and Trust Advisor with Truist Wealth. He offers clients nearly ten years of comprehensive wealth management experience, using a team approach that brings together specialists in investments, financial planning, credit, tax, and estate planning and administration strategies...

Jennifer Drucker

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Jennifer Drucker

Chelsea-Klotz2023-09-12T15:51:52-04:00

Wealth Management Advisor
Fifth Third Private Bank [email protected]
239-591-6331

Jennifer has extensive experience in the financial industry and began her career path with Fifth Third Bank in Northeastern Ohio in 1998...

Edward R. Titcomb,III “Trey”

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Edward R. Titcomb,III “Trey”

Chelsea-Klotz2023-08-22T14:50:17-04:00

Senior Vice President, Private Wealth Advisor Managing Director- US Wealth Private Wealth Management.
[email protected]
239-566-0806

As a Private Wealth Advisor Managing Director, Trey is responsible for providing comprehensive wealth management strategies tailored to his clients’ specific needs...

Mark Matos, CFP®, ChFC®, CLU®, CAP®

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Mark Matos, CFP®, ChFC®, CLU®, CAP®

Chelsea-Klotz2023-07-20T17:48:24-04:00

Mark Matos, CFP®, ChFC®, CLU®, CAP®
Financial Advisor- Moran Wealth Management
[email protected]
239-920-4440

With over 15 years in the financial industry, Mark Matos is a financial advisor at Moran Wealth Management®, an independent Registered Investment Advisory firm boasting a comprehensive team of more than 35 professionals...

Barb Quasius, CPA, MBA

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Barb Quasius, CPA, MBA

Chelsea-Klotz2023-06-28T14:05:29-04:00

Managing Director, Wealth Advisor
Meristem Cresset
[email protected]
239-320-8384
Barb is passionate in positively impacting the financial and family capital as a trusted wealth advisor...

Tom Kluttz, CFP®

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Tom Kluttz, CFP®

Amy Gress2024-02-22T10:49:00-05:00

Portfolio Manager - Huntington Private Bank.
[email protected]
239‐260-6057

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...

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Marcie A. Charles

Marcie A. Charles

Joe Hatfield, AIF®, CPFA

Joe Hatfield, AIF®, CPFA

Yvonne Bourk, CEPA®

Yvonne Bourk, CEPA®

Sharon R. Treiser, MBA

Sharon R. Treiser, MBA

Joshua Drysdale, JD

Joshua Drysdale, JD

Jennifer Drucker

Jennifer Drucker

Edward R. Titcomb,III “Trey”

Edward R. Titcomb,III “Trey”

Mark Matos, CFP®, ChFC®, CLU®, CAP®

Mark Matos, CFP®, ChFC®, CLU®, CAP®

Barb Quasius, CPA, MBA

Barb Quasius, CPA, MBA

Tom Kluttz, CFP®

Tom Kluttz, CFP®

COLLIER COMMUNITY FOUNDATION®