Top financial advisors working with women in Naples, FL

Mark Lichtenfeld is a financial advisor with Transcend Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. Transcend Capital Advisors, LLC manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm’s investment approach focuses on long-term, diversified asset allocation across various investment types and includes management of privately offered pooled investment vehicles.

Joshua Klump is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. He has been with Fifth Third Securities since 2007. Outside of his advisory role, he manages a small rental property business. Fifth Third Securities serves individual and institutional clients through advisory and brokerage channels, offering a range of investment programs on the Passageway platform, including managed accounts, mutual fund and ETF models, SMA strategies, and tax-overlay services.

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 licenses and has worked at firms including NightHawk Capital, Muirfield Investment Partners, and Finalis Securities. Deans serves on the board of Jane Technologies, Inc., an e-commerce software company. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm specializes in risk management through global diversification, active risk control, and tax-aware strategies, and manages a multi-series fund-of-funds private investment program across alternative yield, growth equity, real estate, and credit strategies.

Ebdon Darling is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, JPMorgan Chase, J.P. Morgan Securities, and Prudential-related firms. Outside of his advisory role, he owns Highland Property Solutions, LLC, a business providing home watch services in Naples, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm manages model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Tracey Hayes is a ChFC® and Series 66 licensed financial advisor with 14 years of industry experience. She has been with Edward Jones in Albemarle, NC since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bailey Ziemski Harwood is a financial advisor at OneAscent Financial Services LLC with three years of industry experience. She holds a Series 66 designation and has worked at firms including Thrivent Investment Management Inc and Brad Nelson - Thrivent Financial. Outside of her advisory role, she is a part owner of Rapid Towing. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers asset management, financial planning, consulting, and back-office support through a variety of advisory teams and utilizes both customized and model-based investment approaches.

At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/

Paula Gilovich is an Investment Solutions Representative III at Fidelity Investments, where she has been working since 2022. In her role, she helps clients connect to their financial goals by translating complex financial concepts into clear and practical steps. She specializes in addressing the unique financial issues women face and supports women in planning confidently at every stage of life. Prior to her current position, Paula held roles at Fidelity Investments as a High Net Worth Service Associate in 2022 and as a Customer Relations Advocate from 2021 to 2022. Her experience at Fidelity has equipped her with a comprehensive understanding of investment solutions and client service. Outside of her professional work, Paula has interests in art, Pilates, soccer, surfing, theater, and writing.