Advisor Directory

Mr. Curt C. Edwards

SVP/Director
Fifth Third Bank Private Bank

999 Vanderbilt Beach Road 8th Floor, Naples, FL, 34108
curt.edwards@53.com
Phone: 239‐591‐6462

Mr. Jeffrey R. Erickson

Principal
Abbot Downing Private Wealth Management

305 5th Avenue S., #204, Naples, FL, 34102
jeff.erickson@abbotdowning.com
Phone: 239-263-2321

Mr. Brad A. Galbraith

Managing Partner
Galbraith, PLLC

9045 Strada Stell Court, Suite 106, Naples, FL, 34109
bgalbraith@galbraith.law
Phone: 239-325-5581

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.

Ms. Amy Hale

Managing Director
BMO Private Bank

801 Laurel Oak Drive, 6th Floor, Naples, Florida 34108
amy.hale@bmo.com
Phone: 239-592-2470

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.

Ms. Robin M. Hamilton

Senior Vice President
Morgan Stanley Wealth Management

8889 Pelican Bay Blvd, Suite 300, Naples, FL, 34108
robin.hamilton@morganstanley.com
Phone: 239-449-7863

Robin Hamilton’s clients are successful in their careers, generous in their philanthropic work, and engaged in their family’s lives.  Her clients lead active lives and recognize the value of partnering with professionals to gain clarity on their strategy and access to the latest knowledge so they can enjoy their many varied interests.  Robin has worked in the financial industry for 22 years both in Pittsburgh and Naples, and has become proficient in the financial planning and wealth management side of the business.  As a Family Wealth Advisor, she uses the skills gained through her career to assist her clients in wealth creation, preservation and transfer.  Her guidance and focus is on comprehensive planning including trust services and estate planning, asset allocation strategies, and retirement income planning.

Robin believes in giving back to the community by supporting several organizations and being active in those that share her passions including the Steering Committee for Women’s Foundation of Collier County, Leadership Collier Class of 2013, 2018 Vice Chair –  “Magic Under the Mangroves” committee benefiting the Conservancy of Southwest Florida and Confrérie de la Chaîne des Rôtisseurs – Naples Chapter, Vice Conseiller Gastronomique Honoraire.

Mr. Gregory T. Holtz

Visiting Associate Clinical Professor of Law
Ave Maria School of Law

1025 Commons Circle, Naples, Florida 34119-1376
gholtz@avemarialaw.edu
Phone: 239‐687-5522

Greg is a Visiting Associate Clinical Professor of Law at Ave Maria School of Law where he oversees operation of the Estate Planning and General Practice Clinic and teaches Wills, Trusts and Estates.  Credentials AB, MS, JD, CTFA.  Admitted to the Bars of FL, OH, DC

Mr. David M. Jones

President/Life Insurance Advisor
David M. Jones & Associates, Inc

4501 Tamiami Trail N., #419, Naples, FL, 34103
david@davidmjones.com
Phone: 239‐649‐7600

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.

Ms. Kim Ciccarelli Kantor

CFP
Ciccarelli Advisory Services, Inc.

3066 Tamiami Trail N., #202, Naples, FL, 34103
KimK@cas-naplesfl.com
Phone: 239-262-6577

Kim is co-founder and president of Ciccarelli Advisory Services, Inc., a family-owned comprehensive financial planning and investment advisory firm with offices in Florida and New York. Her focus is to develop strategic plans for both clients and the firm. Kim’s passion is for the “family entity(s)” served, encouraging the unity of communication and education for a lifetime of financial and personal successes. Credentials: CFP®, CAP™.

Mr. Adam C. Kerlek

Attorney
Bond, Schoeneck & King, PLLC

4001 Tamiami Trail N., #250, Naples, FL, 34103
akerlek@bsk.com
Phone: 239‐659‐3875

Adam is an attorney with Bond, Schoeneck & King, PLLC in Naples where he concentrates his practice on complex estate planning and wealth transfer, probate and trust administration, and business planning for closely held‐businesses and charitable organizations. Credentials: J.D. University of Miami; B.S. Engineering Ohio State University.

Mr. Charles A. Kerwood, III

Partner
Waller Financial Planning Group, Inc.

801 Laurel Oak Drive, #710, Naples, FL, 34108
ckerwood@waller.com
Phone: 239-325-8505

Charlie has been with Waller Financial since 1990 where he has served various roles. Charlie currently serves as the firm’s Chief Compliance Officer. His primary responsibilities are focused on client services and business development, predominantly in the Southwest Florida region. Charlie is originally from Nashport, Ohio and currently resides in Bonita Springs. He was active in the Army National Guard before attending The Ohio State University.