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 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®.
Northwestern Mutual‐Brown & Brown Benefits
9130 Galleria Court Suite 200, Naples, FL 34109
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.
Co-Founder and Managing Partner
Oley Kinser Concierge Wealth
1400 Gulf Shore Blvd. N., Suite 112, Naples, FL 34102
Brett Oley has built his advisory career on providing holistic wealth management. That is, having a written, comprehensive and well-thought-out plan for each family. He specializes in professionally managed money, thoughtful and customized planning and providing exceptional client service.
Trustworthy and knowledgeable, Brett’s early fascination with finance and entrepreneurship and working closely with people to help meet their needs has led him to work as part of a team to show families better ways to both help grow and preserve their wealth.
Brett graduated with a bachelor’s degree with a double major in finance and management from Georgetown University in 2004 and an MBA from the University of Florida at Gainesville in 2013.
An Accredited Wealth Management Advisor, Chartered Divorce Financial Analyst, Chartered Retirement Planning Counselor, and a CERTIFIED FINANCIAL PLANNER™ practitioner, Brett holds Series 7, 31 and 66 securities licenses and is also life, health, and variable annuity insurance licensed.
He is a finance council board member for Saint Ann Catholic Church and School, past president of the Georgetown Club of Naples and past treasurer of Traditions at Grey Oaks Country Club.
Principal and Founder
Fifth Avenue Advisors
3003 Tamiami Trail N., Suite 410 Naples, FL 34103
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.
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.
Regions Private Wealth Management
4851 Tamiami Trail North, Naples, FL 34103
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.”
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.