Naples, FL 5150 Tamiami Trail North Office

Team
Updated today

Client AUM

$178,924,239,090

Clients

62,807

Advisors

3

Of 1,039 advisors across 223 offices

Location

5150 Tamiami Trail North, Suite 402

Naples FL 34103

Advisors at this office

3

Advisors at this office

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Mark M

Series 63, Series 65

Naples, FL

Hightower Advisors

Mark Masterson is a financial advisor at Hightower Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hightower Advisors since 2011. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and provides a range of portfolio management and consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Ann Margret G

Series 66

Naples, FL

Hightower Advisors

Ann Margret Graham is a financial advisor with Hightower Advisors, holding a Series 66 designation and 23 years of industry experience. She has been with Hightower since 2013. Hightower Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering services such as portfolio management, financial planning, and retirement consulting. The firm utilizes a multi-manager investment approach with emphasis on manager selection, proprietary research, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Mark L

Series 63, Series 65

Naples, FL

Hightower Advisors

Mark Lofgren is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach that incorporates both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
View complete list of advisors at this office
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