Black Coral Financial Advisors, LLC

Stephen Liska is a financial advisor with Black Coral Financial Advisors, LLC in Naples, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Black Coral since 2012 as part of a five-advisor team. Black Coral Financial Advisors manages approximately $936 million in assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm combines portfolio management teams, model allocations, and third-party manager recommendations with individualized planning, integrating asset allocation, tax, and estate considerations into its advice.

Raymond Vanhoorebeke is a financial advisor at Black Coral Financial Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Black Coral since 2010. Black Coral Financial Advisors manages approximately $936 million in client assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm combines portfolio management teams, model allocations, and third-party manager recommendations with individualized planning that incorporates asset allocation, tax, and estate considerations, and offers comprehensive financial counseling including tax preparation and connections to accounting specialists.

Dennis Galvin is a financial advisor with Black Coral Financial Advisors, LLC in Oceanport, NJ. He holds Series 63 and Series 66 licenses and has 11 years of industry experience, including 12 years with Black Coral. Black Coral Financial Advisors manages approximately $936 million in client assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm combines team-based portfolio management, model allocations, and third-party manager recommendations with individualized planning that incorporates asset allocation, tax, and estate considerations.

Joshua Wardell is a financial advisor at Black Coral Financial Advisors, LLC in Naples, FL, holding a Series 66 designation. He has one year of industry experience, including prior roles at Raymond James & Associates and Cvent, Inc. Outside of his advisory work, he briefly owned a travel-related LLC that he plans to close. Black Coral Financial Advisors manages approximately $936 million in assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm integrates portfolio management teams, model allocations, and third-party manager recommendations with individualized planning, and offers comprehensive financial counseling that includes tax and estate considerations.