Naples, FL Tavilla Circle Office

Team
Updated today

Client AUM

$10,669,592,784

Clients

46,299

Advisors

2

Of 1,008 advisors across 555 offices

Location

5636 Tavilla Circle

Naples FL 34110

Advisors at this office

2

Advisors at this office

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Edgar J

Series 65, Series 63

Naples, FL

FIFTH THIRD SECURITIES, Inc.

Edgar Juarez is a financial advisor with Fifth Third Securities, Inc. in Naples, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Fifth Third Bank and Fifth Third Securities in various capacities, and he also attended Florida Southwestern State College. Fifth Third Securities serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs and portfolio management options, including mutual fund and ETF models, SMA strategies, and tax-optimized solutions.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Johnathan M

Series 65, Series 63

Naples, FL

FIFTH THIRD SECURITIES, Inc.

Johnathan Mantila is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 credentials and one year of industry experience. He has previously worked at Fifth Third Bank, Gogebic Community College, Superior National Bank, and Baraga Area High School. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers various investment programs such as managed accounts, SMA strategies, and direct indexing, operating as a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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