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Michael C

CFA®, Series 63

Naples, FL

Aviance Capital Partners LLC

Michael Chapman is a CFA® charterholder with eight years of industry experience, currently serving as a partner at Aviance Capital Partners LLC since 2018. He is also the managing director of Kinderburk, LLC, a property management and business administration firm. Aviance Capital Partners provides discretionary and non-discretionary investment advisory services to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and corporate entities. The firm offers portfolio management across tailored strategies using internal research and a range of investment vehicles, including equities, fixed income, mutual funds, and ETFs.

Concentrated stock management Annuities Charitable giving tax strategies
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Paula J

Series 63, Series 66

Naples, FL

Aviance Capital Partners LLC

Paula Jewell is a financial advisor at Aviance Capital Partners LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Capital Wealth Planning, LLC and Morgan Stanley in various capacities. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services along with stand-alone financial planning and consulting. The firm constructs portfolios using multiple named strategies and tailors allocations based on internal research and client-specific objectives.

Concentrated stock management Annuities Charitable giving tax strategies
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Alexander C

Series 66

Naples, FL

Aviance Capital Partners LLC

Alexander Crevi is a financial advisor with Aviance Capital Partners LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Corient, Segall Bryant & Hamill, and Rothschild Investment Corp. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm constructs portfolios using multiple named strategies and internal research tailored to client objectives, investing across equities, bonds, mutual funds, ETFs, and structured products.

Concentrated stock management Annuities Charitable giving tax strategies
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John C

Series 63, Series 66

Naples, FL

Aviance Capital Partners LLC

John Campbell is a financial advisor at Aviance Capital Partners LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Breiter Capital Management, Platinum Wealth Partners, and Capitalrock Investments. Campbell has been with Aviance since 2017. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services as well as standalone financial planning and consulting. The firm employs multiple portfolio strategies tailored to client objectives and incorporates internal research and periodic reviews in its investment approach.

Concentrated stock management Annuities Charitable giving tax strategies
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Jack B

CFA®, Series 63

Naples, FL

Aviance Capital Partners LLC

Jack Brown is a CFA® charterholder with 20 years of industry experience. He has been with Aviance Capital Partners LLC since 2011. Brown serves as an adjunct economics professor at Florida Gulf Coast University, a role he will begin in early 2025. Aviance Capital Partners provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm employs multiple investment strategies and uses internal research and client-specific objectives to tailor portfolios across various asset types.

Concentrated stock management Annuities Charitable giving tax strategies
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