Advisor Directory

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

Member, Chair of Trust & Estates Group
Woods, Weidenmiller, Michetti, Rudnick & Galbraith, PLLC

9045 Strada Stell Court, Suite 400, Naples, FL, 34109
BGalbraith@WWMRGLAW.com
Phone: 239-325-5581

Brad A. Galbraith is a lawyer and shareholder in Woods, Weidenmiller, Michetti, Rudnick & Galbraith, PLLC’s Naples and Indianapolis offices, and is Chair of the firm’s Trusts and Estates Group.  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 Member of the Planned Giving Committee for the Shelter for Abused Women and Children, Trustee of the Florida Velodrome Association and Member of the Professional Advisors Council for the Community Foundation of Collier County.  He is a former Board Member, Vice Chair and Secretary of Champions For Learning/Education Foundation of Collier County.  Brad and his wife, Lissa, live in Naples, Florida with their six children.

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

President
Waller Financial Planning Group, Inc.

801 Laurel Oak Drive, #610, 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.

Mr. Blake W. Kirkpatrick

Attorney
Salvatori, Wood & Buckel, Attorneys at Law

9132 Strada Place, Fourth Floor, Naples, FL, 34108‐2683
bwk@swbNaples.com
Phone: 239‐552‐4121

Blake’s practice is concentrated in the areas of estate and tax planning, charitable planning, business succession planning, and estate and trust administration. He has spoken to many different organizations on estate planning, charitable planning and estate administration related topics as well as authored articles for various publications. Credentials: BS, MA Economics, JD, Florida Bar Board Certified Wills Trusts & Estates, FL Super Lawyer

Mr. Andrew J. Krause

Attorney
Hahn Loeser & Parks, LLP

800 Laurel Oak Drive, #600, Naples, FL, 34108
akrause@hahnlaw.com
Phone: 239‐254‐2902

Andy, a partner with Hahn Loeser & Parks LLP, is admitted to practice in Florida and has over 30 years of experience in estate planning, estate settlement and estate and trust administration. Andy is a multi year recipient of numerous honors and awards as a top‐rated lawyer. Credentials: JD, LLM, Best Lawyer, FIVE STAR, Super Lawyer, AV Rated, FL Bar Cert. Specialist in Wills & Trusts, Board Member Avow Hospice, Education Foundation of Collier County’s Man of Distinction.