Senior Vice President, Certified Wealth Strategist, Accredited Investment Fiduciary
Regions Private Wealth Management
4851 Tamiami Trail North, Naples, FL, 34103
William D. Lange served on the CFCC Board in the early 1990’s, and again more recently from 2010 -2016, including as Treasurer. He continues his commitment to the Foundation serving on the Finance and Grants Committees. Bill has over 30 years of experience assisting individuals, families, businesses, and non‐profits with their Investments, IRA’s, Trust, Estate, and Charitable Planning. He has served as the Senior Officer for the Naples office of Regions Bank Private Wealth Management for over 10 Years, and has also served on the Board of Champions for Learning, the Finance Committee of St. William Catholic Church, and as Chair and Treasurer for the Naples Chapter of Ducks Unlimited.
Laird A. Lile, P.A., Attorney and Counselor at Law
3033 Riviera Drive, #104, Naples, FL, 34103
Laird A. Lile focuses exclusively on estate and trust matters. He also represents beneficiaries, assisting them in understanding and working to protect their interests. Laird has served as court appointed fiduciary, arbitrator and mediator for trust and estate disputes. Credentials: JD with honors; LL.M. in Estate Planning.
Owner and Financial Advisor
Prudent Financial Planning
(4348 Steinbeck Way, Ave Maria, FL 34142
Patrick Logue, CFP® professional, is a fee-only Financial Advisor and founder of Prudent Financial Planning LLC. He specializes in College Savings and helps families build comprehensive financial plans. With 20 years of experience in financial services, including 3 years in the Development Office at a non-profit, Pat is intimately familiar with charitable giving. He also provides expertise in wealth management, inter-generational wealth transfer, and estate planning. Pat enjoys hiking, running, coaching volleyball and baseball, and spending time with his wife, Erin, and their 2 children.
Senior Financial Advisor
HBKS Wealth Advisors
3838 Tamiami Trail N, Suite 201, Naples, FL, 34103
Mark Matos, CFP®, CLU® is a Senior Financial Advisor HBKS® Wealth Advisors (HBKS®), offering investment advisory services through HBK Sorce Advisory LLC. He provides comprehensive financial planning services to affluent individuals and families and earned the Five Star Wealth Manager Award for 2014, 2015, 2016, and 2017. Mark serves as President of the Financial Planning Association of Southwest Florida, President-Elect of the the Rotary Club of Naples, and serves on the Board of Directors for both Meals of Hope and the Greater Naples Planned Giving Council. He is a member of the Association of Fundraising Professionals Everglades Chapter, the Public Relations Society of America Gulf Coast Chapter, and serves on advisory boards for both Florida Gulf Coast University Lutgert College of Business and Florida Southwestern State College and serves on the executive committee for the Rotary Club of Naples Learn2Earn Scholarship Fund. Mark earned a full tuition scholarship to Florida Gulf Coast University and double majored in Finance and Computer Information systems, earning a Bachelor of Science in 2006. Mark earned the prestigious CERTIFIED FINANCIAL PLANNER™ and CHARTERED LIFE UNDERWRITER™ designations in 2014 and 2016.
Roetzel & Andress
850 Park Shore Drive, Trianon Centre, 3rd Floor, Naples, FL, 34103
Brian McAvoy focuses his practice on estate planning, estate and trust administration, business succession planning, Florida domicile planning, probate litigation, and fiduciary litigation. He is board-certified in Wills, Trusts, and Estates by the Florida bar. His clients include individuals, trust companies, and closely held business owners throughout south Florida.
Senior Vice President, Wealth Management Advisor, Managing Director
U.S. Bank Private Client Reserve
9105 Strada Place, Suite 3200, Naples, Florida, 34108
Myles and his team provide comprehensive wealth management strategies tailored to his clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services and Wealth Planning for individuals, businesses, foundations, endowments, and sports and entertainment industries. Myles takes the time to understand his clients’ unique needs, and he supports their goals by bringing together a team of specialists to provide customized strategies. Myles has worked in the banking and financial services industry since 1981. Prior to joining The Private Client Reserve, he was a managing director of Wilmington Trust Investment Advisors’ (WTIA) Consultant Relations Liaison Group. In addition, he has held a variety of leadership positions at Fleet Investment Services, Chase Manhattan Bank and The Morgan Bank and is a guest lecturer on the subject of investment management at several local colleges and universities including The Cannon Financial Institute, where he is an adjunct professor. He has been a member of the Rochester Society of Security Analysts, and the Association of Investment Management and Research. Myles is also a Board Trustee for the McDevitt Foundation and The Families with Developmental Disabilities here in Naples.
JPMorgan Private Bank
850 Park Shore Drive, Naples, FL, 34103
Lisa Merritt is a Senior Banker with JPMorgan Private Bank, and has been with the company over 23 years. She provides wealthy families with holistic advice regarding personal and business strategies to achieve their goals around banking, investments, credit, estate and philanthropic planning. In 2009 she was recognized by Barron’s as one of the top 70 financial advisors in Florida. Credentials: CFP; NASD Series 7, 63, and 24 Securities Principals license.
Porter Wright Morris & Arthur, LLP
9132 Strada Place, Third Floor, Naples, FL, 34108‐2683
Bill helps clients to develop tailored, yet flexible, strategies that minimize adverse tax consequences and is adept at structuring trusts that provide for both current and future family needs. In addition, Bill assists clients who have chosen to split their time between Florida’s Gulf Coast and some other location to establish domicile in Florida and reap the benefits of Florida’s favorable wealth management laws without severing key ties with other jurisdictions. Bill also works with clients to develop charitable giving plans that not only achieve tax savings but also further the efforts and reach of civic organizations that offer so much to those they serve. Bill draws on his years of experience in the trust banking field and in 30 years of private practice to advance client interests. For his efforts, he has been recognized as a Florida Super Lawyer® and has been Board Certified by The Florida Bar in the area of Estate Planning & Probate. Additionally, Bill has been listed in The Best Lawyers in America®.
Senior Vice President
4001 Tamiami Trail N., #400, Naples, FL, 34103
Gail is a Senior Vice President and Wealth Advisor with The Northern Trust Company. For over 30 years, Gail has provided comprehensive advice and education to high net worth individuals and families on tax, wealth transfer and charitable planning. Credentials: JD, CPA, MBA (Finance), Member of the ABA and FL Bar’s Real Property, Probate and Trust Law Sections, Collier County Bar Association (Trusts and Estates Section), AICPA, and the Estate Planning Council of Naples.
Northwestern Mutual‐Brown & Brown Benefits
999 Vanderbilt Beach Rd., #511, Naples, FL, 34108
Jerry is a Financial Representative with Northwestern Mutual Financial Network. He has guided his ever growing client base in their purchase of Life Insurance, Annuities and Long Term Care. Northwestern Mutual holds the highest financial ratings and is the largest direct provider of life insurance in America. Credentials: CPA, CLU, ChFC.