Naples Global Advisors, LLC Employee Directory

Q: What is Naples Global Advisors, LLC known for?

Naples Global Advisors, LLC was founded in 2011. Naples Global Advisors, LLC operates in the Investment Management industry.

Q: How many employees does Naples Global Advisors, LLC have currently?

Naples Global Advisors, LLC has approximately 17 employees.

Investment ManagementFlorida, United States11-50 Employees

Founded in 2011, Naples Global Advisors is an SEC Registered Investment Advisor serving individuals, families, trusts, retirement plans, charitable foundations and endowments. From retirement and estate planning to business investment and growth, we help clients and organizations in many financial positions and stages of life to establish, protect and grow wealth and assets.

Our investment philosophy is at the core of our firm. We are value investors paying attention to the price of an asset relative to our perception of its worth. Our investment decisions are based on valuation, authenticity of earnings and cash flow and the utilization of a global opportunity set.

Our professional team, located in Naples, Florida, provides the following services:
- Customized Portfolio Management
- Estate and Trust Planning
- Cash Flow Forecasting and Budgeting
- Banking Products Counsel
- IRA and Retirement Plan Elections
- Life Insurance Coverage Analysis
- Social Security Benefit Consultation.

Around the globe or around the corner. We invite you to find out how a global investment strategy can help you achieve your financial goals.

Please note: Third-party posts do not reflect the views of the firm and have not been reviewed by the firm for completeness or accuracy.

Naples Global Advisors, LLC is registered as an investment advisor with the US Securities and Exchange Commission and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Registration does not constitute an endorsement of the firm by securities regulators and it does not indicate that the advisor has attained a particular level of skill or ability. Our Form ADV, Part 2 disclosure brochure is available upon request. Images and photographs are included for the sole purpose of visually enhancing the firm's LinkedIn page. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Find Naples Global Advisors, LLC employees' phone numbers or email addresses

Naples Global Advisors, LLC Global Highlights

North America
16

United States Of America
16

Naples Global Advisors, LLC's Leadership

M. M.
Ceo
Mobile Phone
Email
K. K. W.
Principal And Chief Compliance Officer
Mobile Phone
Email
G. D.
Principal And Portfolio Manager
Mobile Phone
Email
I. C.
Principal And Portfolio Manager
Mobile Phone
Email
W. R.
Principal And Portfolio Manager
Mobile Phone
Email
K. G.
Principal
Mobile Phone
Email
S. P.
Principal
Mobile Phone
Email
N. F.
Principal
Mobile Phone
Email

Contact profiles from Naples Global Advisors, LLC

Name

Title

Contact Info

Location

Last Update

K. P.
Client Advisor
Mobile Phone
Email
United StatesFlorida
Nov 20, 2025
J. B.
Client Advisor
Mobile Phone
Email
United StatesFlorida
Oct 18, 2025
J. L.
Client Services Officer
Mobile Phone
Email
United StatesFlorida
Oct 23, 2025
A. D.
Client Service Specialist
Mobile Phone
Email
United StatesFlorida
Sep 14, 2024
K. W.
Investment Advisor Representative
Mobile Phone
Email
United StatesFlorida
Jul 07, 2024
L. C.
Client Services Officer
Mobile Phone
Email
United StatesFlorida
Oct 27, 2025

Frequently Asked Questions

What is Naples Global Advisors, LLC known for?

Naples Global Advisors, LLC was founded in 2011 operates in the Investment Management industry. The company's main headquarters is located in 720 5th Avenue South, Suite 200; you can contact the main corporate office by phone at

+1-239-776-****

. Explore Naples Global Advisors, LLC's company overview page for more information.

What is Naples Global Advisors, LLC's most common email format?

Naples Global Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Naples Global Advisors, LLC email formats with LeadIQ.

How many employees does Naples Global Advisors, LLC have currently?

Naples Global Advisors, LLC has approximately 17 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Naples Global Advisors, LLC's key employees and leadership?

As of December 2025, Naples Global Advisors, LLC's key employees include:

Ceo: M. M.
Principal And Chief Compliance Officer: K. K. W.
Principal And Portfolio Manager: G. D.
Principal And Portfolio Manager: I. C.
Principal And Portfolio Manager: W. R.

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