Photo of Gina Albergo
Marketing Associate
Categories: Uncategorized
Updated 10 months ago. Return to top.
Photo of Cooper Alligood
Registered Support Specialist
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4457 Website: Website
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Photo of Dawn Barakett
Executive Administrative Assistant
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4432 Website: Website
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Photo of Hank Brown
Investment Analyst
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4418 Website: Website
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Photo of Vielka Burey, CFP®
Senior Client Associate
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4419
Categories: Uncategorized
Updated 1 month ago. Return to top.
Photo of Charles E. Chesebrough, Jr. CFA®
Senior Vice President
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4461 Website: Website
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Photo of Eftina Coma
Investment Analyst
Home 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4497
Categories: Uncategorized
Updated 1 month ago. Return to top.
Photo of Kimberly Crews
Client Account Specialist
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4421 Website: Website
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Photo of Julie Cusson
Managing Director and Chief Operating Officer
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4428 Website: Website
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Photo of Lucca Delcompare
Registered Support Specialist
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4458 Website: Website
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Photo of Stefanie Drack
Client Account Specialist
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4451 Website: Website
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Photo of Donald E. Drury
President
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4448 Website: Website
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Photo of Ryan Frank CFP®
Vice President
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4414 Website: Website
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Photo of Korina Gainey
Client Associate
Work Phone: (239) 920-4464
Categories: Uncategorized
Updated 10 months ago. Return to top.
Photo of Chelsea Ganey CFA®
Portfolio Strategist
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4435 Website: Website
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Photo of Nick Gleason
Registered Support Specialist
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4449 Website: Website
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Photo of Corey Grant CFP®
Vice President
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4439 Website: Website
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Photo of Tyler Hardt
Senior Portfolio Manager
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 USA Work Phone: (239) 920-4433
Categories: Uncategorized
Updated 1 month ago. Return to top.
Photo of Kathy Herget
Operations Manager
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4417 Website: Website
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Photo of Meagan Hernandez
Client Associate
Categories: Uncategorized
Updated 10 months ago. Return to top.
Photo of Margaret F. Karr
Vice President
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4459
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Photo of Kim Koert Bayonne
Training & Operations Officer
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4415 Website: Website
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Photo of Jeffrey LeBriton
Client Account Specialist
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4452 Website: Website
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Photo of Arian Mirfakhraee
Portfolio Manager
Home 5801 Pelican Bay Blvd Suite 110 FL Naples FL 34108 Work Phone: 239-920-4495
Categories: Uncategorized
Updated 1 month ago. Return to top.
Photo of Michael Mongin
Senior Vice President
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4456
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Photo of Kylen Moran
Senior Vice President, Chief of Staff
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4424 Website: Website
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Photo of Patrick Moran
Investment Analyst
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4430 Website: Website
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Photo of Lauren Niebrugge
Client Account Specialist
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4438 Website: Website
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Photo of Angel Nurse
Co-Director Client Relations
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4413 Website: Website
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Photo of James Phelps
Support Specialist
Home 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 United States Work Phone: 239-920-4463 Website: Website
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Photo of Christian Pineda
Client Associate
Categories: Uncategorized
Updated 10 months ago. Return to top.
Photo of Marissa Plummer
Marketing Associate
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4431 Website: Website
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Photo of Alisa Raines
Client Account Specialist
Home 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 United States Work Phone: 239-920-4464 Website: Website
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Photo of Justin Roth
Investment Analyst
Home 5801 Pelican Bay Blvd Suite 110 FL Naples FL 34108 United States
Categories: Uncategorized
Updated 1 month ago. Return to top.
Photo of Mia Safron
Support Specialist
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 United States Work Phone: 239-920-4467 Website: Website
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Photo of Gavin Schell
Investment Analyst
Categories: Uncategorized
Updated 10 months ago. Return to top.
Photo of Katie Schold
Client Associate
Categories: Uncategorized
Updated 10 months ago. Return to top.
Photo of Christina Shaw, CIPM
Director of Risk Management
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4434 Website: Website
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Photo of Meisie Shongwe
Support Specialist
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4436 Website: Website
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Photo of Aaron Simpson CFP®, CLU®, ChFC®, RICP®
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4462 Website: Website
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Photo of Julie Spivy
Vice President – Investments Financial Advisor
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4460 Website: Website
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Photo of Peggy Sundook
Training & Development Officer
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4450 Website: Website
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Photo of Wes Thompson CRPC®
Client Relationship Manager
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4454 Website: Website
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Client Associate
Categories: Uncategorized
Updated 10 months ago. Return to top.
Photo of Joseph Tribuiani
Support Specialist
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 United States Work Phone: (239) 920-4466 Website: Website
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Photo of Shane Xu
Investment Analyst
Work 5801 Pelican Bay Blvd Suite 110 Naples FL 34108 Work Phone: 239-920-4437 Website: Website
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