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.
Founder & CEO
Lasting Links, LLC
4915 Rattlesnake Hammock Road, Suite 232, Naples, FL, 34113
Shelley is the Founder & CEO of Lasting Links, LLC, a fiduciary services and digital vault plan provider. Offering independent fiduciary services and secure digital vault plans, her firm supports and protects individuals who need assistance with trust or estate administration or are in danger of financial exploitation , and enables families to centralize, store, protect and control critical information. In addition to her work as a trust & estate attorney, corporate trust officer, and multi-family office executive, Shelley is a former software industry executive. She currently serves on the STEP Southwest Florida Chapter Board, the Naples Botanical Garden Planned Giving Committee and Legal Aid Society of Collier County Fundraising Committee. Credentials: JD, licensed in Florida, Massachusetts, and Rhode Island.
Quarles & Brady, LLP
1395 Panther Lane, #300, Naples, FL, 34109
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.
Cohen and Grigsby, P.C.
9110 Strada Place, #6200, Naples, FL, 34108
Lorna, a life‐long Neapolitan, is a partner at Cohen and Grigsby, P.C., specializing in estate planning and estate and trust administration. Lorna’s professional focus is on the transition of wealth and closely held business interests from one generation to the next, while minimizing tax liabilities, promoting family harmony and solving problems. Lorna’s practice is built on the belief that every client is entitled to a customized, personal plan that accomplishes their objectives. Toward that end, Lorna favors the team‐based approach, believing that clients are best served when professional advisors work together. Credentials: Lorna earned her LLM from New York University, her JD, cum laude, from Thomas M. Cooley Law School and her BA from the University of Florida. She is licensed to practice in Florida and New York.
Slepcevich Financial Group
2375 Tamiami Trail N., #208, Naples, FL, 34103
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.
Porter Wright Morris & Arthur, LLP
9132 Strada Place, Third Floor, Naples, FL, 34108‐2683
Bob is a FL Bar Board Certified Wills Trusts & Estates attorney licensed in Florida and Michigan. He practices exclusively in estates and trusts. Professional memberships include the estate planning sections of the Bar and the FL and MI Association of CPA’s. Credentials: JD, with honors, AV Rated, Best Lawyer, FL Super Lawyer.
Wealth Advisor, Senior Vice President
Wells Fargo Private Bank
9110 Strada Place, 3rd Floor, Suite 6300, Naples, Fl, 34108
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.
JPMorgan Private Bank
850 Park Shore Drive, Naples, FL, 34103
Sharon is a Vice President at JP Morgan Private Bank. Sharon has over 30 years of experience providing comprehensive wealth management to high net worth families and individuals, including investment portfolio management, estate planning and financial planning. She devotes much of her time to local charitable endeavors and was recognized as a Women’s Foundation of Collier County Woman of Initiative in 2009. Credentials: MBA, Finance, Washington University, St. Louis., NASD Series 7, 63
SVP & Regional Trust Mgr.
Key Private Bank
3777 Tamiami Trail N., #100, Naples, FL, 34103
Ellen Vanderburg has lenghty experience in personal trusts, estate planning and taxation making her a trusted advisor to numerous high‐net‐worth individuals and not‐for‐profit organizations. She received her undergraduate degree in accounting from Southern Methodist University and her MBA (Taxation) from Golden Gate University. She is actively involved with The League Club Board of Directors, Community Foundation of Collier County Professional Advisory Board, AMIkids – Big Cypress Board of Directors, YMCA of the Palms Endowment Board, United Way, Champions for Learning Take Stock in Children Leadership Council, Leadership Collier and Leadership Florida.
Wilson & Johnson, P.A.
2425 Tamiami Trail N., #211, Naples, FL, 34103
George A. Wilson is an attorney who has practiced in the areas of estate and tax planning, charitable giving and trust and estate administration in Naples, Florida since 1980. Mr. Wilson has served as a Director for the David Lawrence Center and Foundation, Moorings Park, Step‐By‐Step and the Guadalupe Center. Credentials: J.D., LL.M. in Estate Planning