Advisor Directory

Mr. Brian V. McAvoy

Partner
Roetzel & Andress

850 Park Shore Drive, Trianon Centre, 3rd Floor, Naples, FL, 34103
Bmcavoy@ralaw.com
Phone: 239‐649-2722

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.

 

Mr. Myles McHale

Senior Vice President, Wealth Management Advisor, Managing Director
U.S. Bank Private Client Reserve

9105 Strada Place, Suite 3200, Naples, Florida, 34108
Myles.McHale@usbank.com
Phone: 239-566-0818

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.

Ms. Lisa K. Merritt

Executive Director
JPMorgan Private Bank

850 Park Shore Drive, Naples, FL, 34103
lisa.merritt@jpmorgan.com
Phone: 239-263-1301

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.

Mr. William H. Myers

Partner
Porter Wright Morris & Arthur, LLP

9132 Strada Place, Third Floor, Naples, FL, 34108‐2683
WMyers@PorterWright.com
Phone: 239-593-2953

Bill helps clients to preserve wealth, while still enjoying the fruits of their labor, and to plan for and implement sound financial legacies. In particular, he works with 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 by Florida Super Lawyers® in the area of Estate Planning & Probate and has been Board Certified by The Florida Bar in the area of Estate Planning & Probate. Additionally, Bill is recognized by The Best Lawyers in America®.

Mr. Jerry F. Nichols

Financial Advisor
Northwestern Mutual‐Brown & Brown Benefits

999 Vanderbilt Beach Rd., #511, Naples, FL, 34108
jnichols@bbnaples.com
Phone: 239‐403‐4311

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.

Mr. Gary Price

Principal and Founder
Fifth Avenue Advisors

3003 Tamiami Trail N., Suite 410 Naples, FL 34103
gary@5advise.com
Phone: 239-262-0745

Gary is a Principal and Founder of Fifth Avenue Advisors in Naples, a multi-family office focused on serving the needs of entrepreneurs and their families. He is a 25-year veteran of the financial services industry. Gary’s public service for the past 18 years consecutively for the City of Naples started in 2001 when he was appointed to the Planning Advisory Board. He was appointed to a seat on the Naples City Council in September 2005; then re‐elected to the same office in February 2006, 2010, and now for the third term in 2018 as Vice Mayor. Gary served as the Chairman of the Naples Pension Board for eight years. He has also served on many charitable boards including The Ronald McDonald House of Southwest Florida and Orlando, the Boys and Girls Club of Naples and Ocala, United Way, and the Naples Art Association. In January 2013, the Governor and Cabinet of the State of Florida appointed Gary to the Chairman of the State Board of Administration Advisory Council. He is a Leadership Florida Class XXXII Alumni. He attended Ohio State University where he earned a double major in finance and real estate and urban analysis. Mr. Price completed the exclusive Program on Negotiation at Harvard Law School. Gary has been married to his wife Kim for 27 years and they have two children. He and his family have belonged to Moorings Presbyterian Church for the past 20 years.

Mr. Bradley G. Rigor

Attorney
Quarles & Brady, LLP

1395 Panther Lane, #300, Naples, FL, 34109
brad.rigor@quarles.com
Phone: 239‐659‐5032

Brad is a Florida Bar Board Certified Wills, Trusts and Estates Attorney who concentrates his practice in providing estate, gift and charitable planning advice and estate and trust settlement services to high net worth families. Credentials: JD, FIVE STAR, FL Super Lawyer, FL Legal Elite, FL Bar Cert. Specialist in Wills & Trusts.

Mr. Walter Schacht

Wealth Advisor
Regions Private Wealth Management

4851 Tamiami Trail North, Naples, FL 34103
walter.schacht@regions.com
Phone: 239-434-1106

Walter Schacht is a Wealth Advisor for Regions Private Wealth Management in Naples, Florida, and brings to our team more than 20 years of banking and relationship management experience. Walter received his MBA from Hodges University and his bachelor’s degree in business administration from the University of North Texas. He is an active member of his community and co-founder of Special Needs Children’s Fund (merged with the Foundation for the Developmentally Disabled). Walter has also served on the boards of Friends of Foster Children Forever, Collier County American Red Cross and Eden Family Services for Autism. As a Wealth Advisor, Water focuses on more than just a client’s immediate needs – he also concentrates on the client’s complete financial picture, working closely with all the additional products and services that Regions Financial Corporation has to offer. “My goal is to protect your lifestyle and maximize your legacy.”

 

Mr. William R. Slepcevich

Financial Advisor
Slepcevich Financial Group

2375 Tamiami Trail N., #208, Naples, FL, 34103
bill@sfgnaples.com
Phone: 239‐435‐9433

Slepcevich Financial Group just celebrated their 36th anniversary in the financial services industry. William R. Slepcevich started the firm in May of 1974 in Northern Indiana.He opened his first Naples office in August of 1995. Credentials: RFC, Registered Financial Consultant; ChFC, Chartered Financial Consultant; IAR, Investment Advisory Rep.; CLU, Chartered Life Underwriter.

Mr. Curt C. Todd

Wealth Advisor, Senior Vice President
Wells Fargo Private Bank

9110 Strada Place, 3rd Floor, Suite 6300, Naples, Fl, 34108
Curt.C.Todd@wellsfargo.com
Phone: 239-552-2593

Curt Todd is a wealth advisor for Wells Fargo Private Bank. As part of The Private Bank, Mr. Todd is responsible for understanding and managing the financial situations for high-net-worth clients, first by identifying each client’s unique goals then coordinating a team of specialists to implement custom, comprehensive wealth plans to help accomplish those goals. Prior to joining Wells Fargo, Mr. Todd worked at Bank of America for 31 years, where he held a number of positions in U.S. Trust, Marketing, Commercial Banking and Retail Banking. He has been in the Banking and Wealth Management industry for more than 32 years.