Antonetti Capital Management, LLC
3200 Bailey Lane, Suite 155, Naples, FL, 34105
Mr. Pat Antonetti is the President & Managing Partner of Antonetti Capital Management, LLC with overall responsibility for investment management. Pat has over seventeen years of investment management experience. He graduated with an MBA from the University of Miami and holds a Bachelors Degree in Finance from the University of South Florida in Tampa, FL. In addition, he holds FINRA Series 65 & 66 licenses.
Senior Vice President
SunTrust Investment Services, Inc.
801 Laurel Oak Drive, 2nd Fl, Naples, FL, 34108
Greg has over 30 years’ experience offering objective and independent financial advice to institutions and individuals. He spent over a decade on Wall Street. For the past 20 years, Greg has worked for various Investment Firms in Florida helping executives, business owners, and retirees define and achieve their financial goals. B.A. Princeton University; MBA Finance, Columbia University; CFP Series 7,24,63,65 Life, Health & Variable Annuities.
Bray Capital Advisors, LLC
9115 Corsea Del Fontana Way, Suite 200, Naples, Florida 34109
Phone: 239 451-6008
Chris is the Managing Director and founder of Bray Capital Advisors, LLC ‐ a boutique private wealth management firm with offices in Naples, Florida and Cleveland, Ohio. Chris is a Board Emeriti of the Community Foundation of Collier County and formerly served as Chairman of the Board of Trustees. Chris has over 20 years of experience providing comprehensive tax, estate, investment, and financial planning advice to high net worth families. Credentials: JD, CPA, Master in Taxation.
Bond, Schoeneck & King, PLLC
4001 Tamiami Trail N., #250, Naples, FL, 34103‐3555
Dennis C. Brown, a graduate of Pennsylvania State University and Syracuse University Law Schools, is the manager of Bond, Schoeneck & King’s Florida Offices. He is a Florida Bar Board Certified Tax Lawyer and a Florida Licensed Certified Public Accountant, concentrating on estate planning, probate law and sophisticated tax matters. Credentials: Licensed to practice law in Florida and New York; Florida Board Certified Tax Attorney; CPA‐FL and NY.
Coleman, Yovanovich & Koester, P.A.
4001 Tamiami Trail N., #300, Naples, FL, 34103
Bill is a shareholder of Coleman, Yovanovich & Koester, P.A. He is a Board Certified Specialist in Wills, Trusts and Estates Law and has been practicing law over 20 years. Credentials: JD, Brd. Cert. Wills, Trusts & Estate Law. Bill has an AV rating from Martindale‐Hubbell. He is a member of the Real Property and Probate Law Sections of the Florida Bar and American Bar Association, and a member of the Estate Planning Council of Naples. He is currently serving as the Chairman of the Board of Trustees of the YMCA of the Palms.
J.P. Morgan Private Bank
850 Park Shore Drive Naples, FL 34103
Preston C. Came is an Executive Director and Banker with J.P. Morgan Private Bank in Naples, Florida. In this role, he advises ultra-high-net-worth families, senior executives, closely held business owners, foundations and endowments across their banking, investing, philanthropic and estate planning needs. Preston brings more than
20 years of experience in private law practice and holistic wealth management, with particular emphasis working with multi-generational families. Prior to joining J.P. Morgan, he served as a Senior Director for BNY Mellon Wealth Management in Naples, where he worked with individuals and families helping them reach their overall financial goals. Before moving to Florida, Preston ran and eventually sold his family’s Chicago-based confectionery business, Golden Walnut Specialty Foods, after his father was diagnosed with multiple myeloma. This experience gave Preston a unique insight into the needs and realities of business owners and the importance of proper succession planning. Preston earned a Bachelor of Science from Northern Illinois University and a Juris Doctor from Washington & Lee School of Law. He is a licensed member of the Bar Associations of Florida, Illinois, and Virginia. He holds the Certified Financial PlannerTM and the Society of Trust and Estate Practitioners (TEP) designations. Active in the community, Preston is a member of the Corkscrew Swamp Sanctuary Sustainability Board, Professional Advisor Council of the Community Foundation of Collier County, Chapter Coordinator of the Washington & Lee University Alumni, and a member of the STEP Southwest Florida Chapter. He also is a Committee Member of the Ave Maria School of Law Estate Planning Conference and the Collier County Bar Association. Formerly, Preston served as Treasurer of the Naples International Film Festival (NIFF). He lives in Naples with his wife and two children.
Partner, Registered Trust and Estate Practitioner
Wood, Buckel & Carmichael, PLLC
150 Goodlette Road North, Sixth Floor, Naples, Fl 34102
Kevin Carmichael practices and teaches in the areas of closely held business and tax law, business succession planning, not for profit law, federal and state taxation, tax controversy, including OVDI, inbound and outbound tax planning for US and foreign persons, mergers and acquisitions, exempt organization formation, operation and dissolution, corporate governance and US and international estate planning. He is fluent in Spanish. Mr. Carmichael’s recent experience includes planning inbound investments and outbound liquidations by Canadian, Australian and EU persons in Florida Real Property; tax controversies against the State of Florida and the Internal Revenue Service OVDI and the assistance of start-up ventures in initial capitalization, Angel finance and tax strategies. He studied at the University of Miami where he received his LL.M. in taxation in 1994. He also studied at Nova Southeastern and Temple University where he received his J.D. and M.S. He was nominated Best Lawyers in America® from 2010 to 2017, and South Florida’s Best Lawyers from 2009 to 2012.
Vice President & Private Wealth Advisor
FineMark National Bank & Trust
800 Laurel Oak Drive, Suite 100, Naples, FL 34108
Joseph Charles is a Vice President & Private Wealth Advisor for FineMark National Bank & Trust and serves as the primary relationship manager to high net worth families and individuals. Joe has worked in the financial industry in Naples for the past 22 years identifying and understanding client financial needs and goals. Joe is Former President of the Naples Planned Giving Council, Past President of the Naples Estate Planning Council, Vice President/Director for the Naples Area Triathletes, a member of the Professional Advisors Committee for the Community Foundation of Collier County and a current Chair of the Next Generation Committee for the Shelter for Abused Women and Children. Mr. Charles also volunteers for Habitat For Humanity and Grace Place in Naples.
Crisci Private Wealth Management
2640 Golden Gate Parkway, Suite 206, Naples, FL 34105
Gary provides comprehensive investment planning and portfolio management. He has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs since 1988.
Gary is a graduate of Marywood University, he also earned the Accredited Asset Management Specialist, Certified Divorce Financial Analyst, Chartered Retirement Planning Counselor & Accredited Wealth Management Advisor designations from the College for Financial Planning. Crisci Private Wealth Management is affiliated with Wells Fargo Advisors Financial Network. When Gary isn’t being active in the local community and serving on many non- profit boards and committees, he and his wife Lorrie are busy raising their 3 children.
Northwestern Mutual Wealth Management Company
9130 Galleria Court Suite 200, Naples, FL 34109
Bobby runs a boutique financial practice associated with Northwestern Mutual Wealth Management, here in Naples and Steamboat Springs, Co. He works closely with clients in the areas of estate planning and giving efficiencies. He and his team are passionate about a relationship first approach, with the utmost attention spent on getting to know our clients’ fears, goals, and dreams to create their legacy. It is critical in his practice that he and his team become an extension and a trusted resource for each family or business. Bobby’s team will create a comprehensive financial analysis, and a series of customized recommendations based on the philosophy of risk management, followed by wealth accumulation strategies and finally wealth preservation and distribution.