Top financial advisors working with baby boomers in Naples, FL

Joshua Klump is a financial advisor with Fifith Third Securities, Inc. in Naples, FL, holding Series 63 and Series 65 designations and nearly 29 years of industry experience. He has been with Fifth Third Securities since 2007. Outside his advisory role, he manages a small rental property business. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple portfolio management programs via its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Matthew Gainey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a board member for Colony at Hawksridge in Naples, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

Jonathan Harris is a financial advisor at Arax Advisory Partners with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 25 years. Harris serves as Secretary and Treasurer of Aquidneck Country Club and chairs the Portsmouth, Rhode Island Pension Commission. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing a mix of traditional and alternative investments supported by in-house teams and external managers.

Austin Herzer is a financial advisor at Naples Global Advisors with a Series 65 credential and three years of industry experience. Prior to joining Naples Global Advisors in 2022, he held positions at Vive Health, Germain Honda, Artichoke & Co, Josephine Jasper MD PA, and the University of Florida. Naples Global Advisors provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a global, multi-cap value investment approach focused on quantitative screening and fundamental analysis, managing portfolios primarily with individual securities through an employee-owned structure.

Nicholas Deans is a financial advisor at Fort Point Capital Partners LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including NightHawk Capital and Muirfield Investment Partners. Deans serves on the board of directors for Jane Technologies, Inc., an e-commerce software company. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and private pooled investment vehicles. The firm focuses on risk management through global diversification, active oversight, tax-aware techniques, and the use of derivatives, while sponsoring and managing private fund structures with performance-based fee arrangements.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Chase Burton is a financial advisor at Rather & Kittrell, Inc. with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at the University of Tennessee and Northwestern Mutual. Outside of finance, he owns a sole proprietorship focused on pressure washing services. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional investors. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Ryan Paul is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2016. His prior experience includes roles at Morgan Stanley and Wells Fargo Clearing. Outside of his advisory role, he is involved in tax preparation and accounting on a limited basis. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach utilizing both passive and active managers, supported by an internal Investment Committee.

Glenn Fels is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 1985, he has assisted individuals, families, and businesses in growing their wealth and achieving their financial objectives. Glenn offers a range of services including retirement planning, education plans, wealth accumulation preservation and transfer, estate planning services, executor and trust administrative service, and access to consumer banking services. For business clients, he provides services such as cash management, group benefit plans, commercial banking, financing for business development, real estate financing, investment banking, and succession planning. Glenn holds a Bachelor's degree from Rider University, earned in 1983, and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of the Bucks County Estate Planning Council. Raised in Huntingdon Valley, Pennsylvania, Glenn currently resides in Bucks County, Pennsylvania. Outside of his professional work, he spends time with his family, works on improving his golf game, and makes weekend trips to the beach. He is married with two grown sons.

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.