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.
BNY Mellon Wealth Management
4901 Tamiami Trail North, Naples, FL, 34103
Preston C. Came is a Senior Director for BNY Mellon Wealth Management. In this role, he works with individuals and families to identify how BNY Mellon Wealth Management’s investment and wealth management capabilities can help them reach their overall financial goals. Preston has more than 15 years of experience in private law practice and financial planning, providing holistic wealth management services to high net worth individuals, families, foundations and trusts. He further has considerable experience working with large multi-generational families.
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 gives Preston a unique insight not only into the needs and realities of business owners but also into the importance of proper succession planning.
9128 Strada Place, #205, Naples, FL, 34108
Cynthia is a shareholder with the law firm of Akerman LLP in its Naples, Florida office. Cynthia’s practice is focused on estate planning, estate and trust administration, probate, estate and gift tax planning, charitable planning and forming and advising nonprofit organizations. Cynthia is admitted to practice in Florida and New York and before the United States Tax Court. Cynthia holds a Bachelor of Arts from the University of New Orleans, a Master of Science in Nonprofit Management from The New School University, a Juris Doctorate, summa cum laude, from New York Law School, and a Masters of Law (LLM) in taxation from New York University School of Law.
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
1421 Pine Ridge Rd., Suite 228, 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.
Private Wealth Advisor/President
Siena Wealth Advisory Group
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108
Joseph S. DeSena, CFP®, MBA, is a Private Wealth Advisor and President at Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, Inc. He has been in the financial services industry for over 30 years and is passionate about helping people achieve a confident retirement and balanced life. Originally from Brooklyn, Joe graduated from Baruch College with a bachelor’s degree and later earned an MBA in Finance at Adelphi University. Joe joined Ameriprise in November 1994, has been one of the top 100 Financial Advisors at Ameriprise since 1999 and, with his business partner Katie Coleman, has trained over 600 financial advisors across the country. Joe has been quoted as a financial expert in publications such as Newsday, Long Island Business News and Financial Planning Magazine and Joe and Katie are currently featured as Leading Wealth Advisor’s in Worth Magazine.
Joe currently splits his time between his homes in Commack, NY and Naples, FL with his wife of over 30 years, Daria.