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Margaret W
Series 63, Series 65
Naples, FL
Wealth Enhancement Advisory Services, LLC
Margaret Webb is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with Wealth Enhancement Group and affiliated firms since 1999 and has been involved with LPL Financial and Wealth Enhancement Brokerage Services since 2007. Outside of advising, she serves as president of a consulting business and participates in a radio program related to her firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm provides comprehensive financial planning and asset management, using a mix of passive and active strategies overseen by an internal Investment Committee.
James P
Series 65
Naples, FL
Wealth Enhancement Advisory Services, LLC
James Phelps is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and two years of industry experience. He previously worked at Moran Wealth Management, LLC and has experience in educational roles at Florida State University and the Community School of Naples. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors and various program offerings. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.
Kenneth S
CFP®, Series 66
Naples, FL
Wealth Enhancement Advisory Services, LLC
Kenneth Smith is a CFP® with 24 years of experience in the financial services industry. He is affiliated with Wealth Enhancement Advisory Services, LLC and has worked with related entities including Wealth Enhancement Brokerage Services and LPL Financial. Outside of his advisory role, he participates in a radio program associated with Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active managers guided by an internal Investment Committee.
James H
ChFC®, Series 63
Naples, FL
Wealth Enhancement Advisory Services, LLC
James Hiles is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. His prior roles include positions at First Capital Advisors Group, LLC and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved as a Senior Vice President in a fixed insurance business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management with quantitative and fundamental research.
John M
Series 63, Series 65
Naples, FL
Wealth Enhancement Advisory Services, LLC
John Maloney is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at M&R Capital Management, Inc. for 27 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
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