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.
Vice President, Client Advisor
Huntington Private Bank
8889 Pelican Bay Blvd. Suite 100, Naples FL, 34108
Derrick has over 20 years of experience providing thoughtful financial advice and solutions through planning and implementation of strategies that put the clients best interests first. He has earned the designation of CERTIFIED FINANCIAL PLANNER™ Professional and works with high-net-worth families at Huntington Private Bank in Naples. Derrick is a native Floridian and has enjoyed the countless aquatic activities available growing up on the Gulf of Mexico, even becoming a licensed Captain. His family has called Southwest Florida home since the early 50s.
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.
Fifth Third Bank Private Bank
999 Vanderbilt Beach Road 8th Floor, Naples, FL, 34108
Abbot Downing Private Wealth Management
305 5th Avenue S., #204, Naples, FL, 34102
9045 Strada Stell Court, Suite 106, Naples, FL, 34109
Brad A. Galbraith is the Managing Partner at Galbraith, PLLC’s Naples and Indianapolis offices. He earned his B.S. in Accounting from Indiana University and his J.D. (summa cum laude) from Indiana University School of Law. Brad began his professional career as a Certified Public Accountant and maintains an Indiana CPA license. He is admitted to practice law in Indiana and Florida and is board certified in Wills, Trusts and Estates by The Florida Bar Association. Brad currently serves as a Director and Treasurer for Hope for Haiti, is a Member of the Professional Advisors Council for The Community Foundation of Collier County and is the former Director and Vice Chair of Champions of Learning. Brad and his wife, Lissa, live in Naples, Florida with their six children.
Skrivan & Gibbs, PLLC
1110 Pine Ridge Road, Suite 300, Naples, FL 34108
Nancy is a Florida Bar Board Certified Wills, Trusts and Estates Attorney. She is a lifelong Neapolitan, an active volunteer and serves as Secretary for Collier County Childcare Resources. Credentials: Nancy earned her LL.M in taxation from the University of Florida, her JD, magna cum laude, from Mercer University and A.B., cum laude, from Rollins College.
BMO Private Bank
801 Laurel Oak Drive, 6th Floor, Naples, Florida 34108
Amy serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Amy closely works with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. Then, she identifies and engages a Client Strategy Team to create a unique and constantly evolving financial plan and strategy to help meet these goals. An important part of Amy’s practice is devoted to the wealth management needs of high net worth women, including building their financial knowledge and confidence while preparing for life events common to women. Amy joined the organization in 2009, and has 16 years of experience in the financial services industry. Amy earned a bachelor degree in Finance from Florida Gulf Coast University, graduating cum laude. She is a CERTIFIED FINANCIAL PLANNER™ professional.
Senior Vice President
Morgan Stanley, Naples, Florida Branch
8889 Pelican Bay Blvd, Suite 300, Naples, FL, 34108
Robin has worked in the financial industry for 23 years both in Pittsburgh and Naples, and has become proficient in the financial planning and wealth management side of the business.
After growing up in Chicago, Robin’s family moved to Florida where she graduated from the University of Florida and began working in the hospitality industry. It was during her tenure at The Ritz-Carlton, Amelia Island that the company won the Malcolm Baldrige National Quality Award. Robin’s service and quality background helped make the transition to financial services very seamless.
Robin believes in giving back to the community by supporting several organizations and being active in those that share her passions..
She enjoyed several years as a board member for the Pittsburgh CLO and as a committee member of the Caring Center of Western Pennsylvania prior to moving to Naples. Outside of work, Robin enjoys scuba diving and golf with her husband, Scot.
President/Life Insurance Advisor
David M. Jones & Associates, Inc
4501 Tamiami Trail N., #419, Naples, FL, 34103
David M. Jones & Associates’ primary expertise involves leading‐edge insurance strategies. The company has been providing innovative estate planning for high net worth clients since 1985 and represents over 50 of the highest rated life insurance carriers. David has been a Naples resident since 1976. CLU, ChFC, AEP.