Naples Wealth Planning

Laurence Hulbert is a financial advisor at Naples Wealth Planning with 11 years of industry experience. He holds a Series 65 designation and has worked at various firms including BB&T Wealth Management and multiple iterations of Naples Wealth Planning since 2017. Naples Wealth Planning manages over $356 million in client assets and provides investment management and financial planning services to individuals, families, trusts, businesses, and institutions, typically with a minimum relationship size of $250,000. The firm offers customized, long-term portfolios using a mix of securities and employs both fundamental and technical analysis, with ongoing client oversight and portfolio rebalancing.

Nelson Pereira is a CFP® professional with 17 years of experience in financial advising, currently serving at Naples Wealth Planning. His work history includes roles at The Leaders Group Inc, American Global Wealth Management, and Strategic Advisors Inc., among others. In addition to his advisory role, he is a principal and director at Naples Insurance Strategies. Naples Wealth Planning manages over $356 million in client assets and provides investment management and financial planning services to individuals, families, trusts, businesses, and institutions. The firm focuses on creating customized, primarily long-term portfolios using mutual funds, ETFs, equities, and bonds, along with ongoing client monitoring and discretionary management.

Michael Iacampo is an investment advisor representative with Naples Wealth Planning and a registered representative with American Global Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Laidlaw Wealth Management. Naples Wealth Planning manages over $356 million in client assets and provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and institutions. The firm constructs customized, primarily long-term portfolios using a mix of mutual funds, ETFs, individual equities, and bonds, and employs both fundamental and technical analysis.

Andrew Krone is a financial advisor at Naples Wealth Planning with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pinnacle Advisory Group, CapitalRock Financial, and Laidlaw Wealth Management prior to his current role. Naples Wealth Planning serves individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and institutions, managing over $356 million in client assets. The firm offers customized, primarily long-term investment portfolios and comprehensive financial planning, using both internal management and selected independent managers.

Richard Calhoun is a financial advisor with Naples Wealth Planning who holds Series 63 and Series 65 credentials and has 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Laidlaw Wealth Management, and American Global Wealth Management. He serves as Treasurer on the board of the Maxwell Football Club, where he assists with financial oversight and strategic planning. Naples Wealth Planning serves individuals, families, trusts, and institutions with investment management and financial planning, managing over $356 million in client assets. The firm develops customized, primarily long-term portfolios using a variety of investment instruments and provides ongoing client monitoring and discretionary portfolio management.

Mackenzie Rickman is a CFP® with 25 years of industry experience, currently serving at Naples Wealth Planning in Bonita Springs, FL. His prior roles include positions at Stifel Nicolaus & Co Inc and various iterations of Naples Wealth Planning and related firms. He is also an insurance agent with Naples Insurance Strategies. Naples Wealth Planning, LLC manages over $356 million in client assets and offers investment management and financial planning services to individuals, families, trusts, businesses, and institutions, typically requiring a minimum relationship size of $250,000. The firm constructs customized, primarily long-term portfolios utilizing a range of securities and maintains ongoing client contact and portfolio oversight.

Jenee Peters is a financial advisor with Naples Wealth Planning in Tarpon Springs, FL, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. Her prior work includes roles at Oppenheimer, Platinum Wealth Partners, and various iterations of Naples Wealth Planning since 2017. She serves as a consumer member of the Florida Board of Nursing, reviewing licensing for nurses in the state. Naples Wealth Planning, LLC manages over $356 million in client assets and offers investment management and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and institutions. The firm constructs customized, primarily long-term portfolios using mutual funds, ETFs, equities, and bonds, supplemented by fundamental and technical analysis, and provides ongoing client oversight and due diligence.

John Cimino is a financial advisor at Naples Wealth Planning with 19 years of industry experience. He holds a Series 66 license and has previously worked at Wells Fargo Advisors, Laidlaw Wealth Management, and Laidlaw & Company (UK) Ltd. Naples Wealth Planning manages over $356 million in client assets, providing investment management and financial planning services to individuals, families, trusts, businesses, and institutions. The firm focuses on customized, primarily long-term portfolios using a range of investment vehicles and conducts ongoing client oversight and portfolio monitoring.