Naples, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$7,392,929,362
ClientsTotal clients
14,320
AdvisorsAdvisors at this office
2
Of 217 advisors across 103 offices
Location
Naples FL
Advisors at this office
2
Advisors at this office
Justin K
CFA®, Series 63, Series 65
Naples, FL
Arkadios Wealth Advisors
Justin Klestinski is a CFA® charterholder with 30 years of experience in the financial industry. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2024, following a 12-year tenure at Wintrust Investments L.L.C. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various managed account options and third-party managers.
Michael S
ChFC®, Series 63
Naples, FL
Arkadios Wealth Advisors
Michael Sinclair is a Chartered Financial Consultant (ChFC®) with 41 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2023 and previously spent 10 years with Triad Advisors, Inc. He also owns Sinclair Financial Group, a business providing sales and advice on fixed life insurance, fixed annuities, long-term care insurance, and medical insurance. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans through various managed accounts and portfolios, incorporating fundamental, technical, and cyclical analysis with the option for alternative assets and consolidated reporting.
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