Naples Fiduciary Wealth Advisor Team

Search or filter our team members below

Thomas Moran

Thomas Moran

AIF®
Chairman | CEO | CIO

Donald Drury

President

Charles Chesebrough Jr.

CFA
Managing Director | Head of Quantitative Strategies

Aaron Simpson

CFP®, CLU®, ChFC®, RICP®
Senior Vice President

Corey Grant

CFP®, ChFC®
Executive Vice President

Michael Mongin

CPWA®
Senior Vice President

Julie Rich

CFP®
Senior Vice President

Devon Banning

CFP®
Financial Consultant

Ryan Frank

CFP®, ChFC®, SE-AWMA®
Chief Operations Officer

Adam Masterson

CFP®, SE-AWMA®
Financial Consultant

Stefanie Murray

AIF®, CFP®
Financial Consultant

Ben Hermiston

Financial Consultant

Erika Perez

Client Operations Specialist

Braden Langeloh

Client Operations Specialist

Denise Kote

AIF®
Client Service Specialist

Justin Claussen

Client Operations Specialist