Naples (Headquarters)

2180 Immokalee Road
Suite 301
Naples, FL 34110
(239) 598-4747
(239) 598-4244 – Fax
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Matthew Johnson, CFP®, AEP®, ChFC®
Senior Financial Planner

Supported by the firm's investment and operations teams, Matt oversees the firm's financial planning effort and helps clients primarily in south Florida. For over 15 years Matt has helped people with a variety of financial planning and investment needs. He specializes in advising high net worth families, executives, and special needs families. For more information on Matt, please Meet Our Team.

To schedule a meeting or call with Matt, please click here.

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Jack Campbell
Senior Financial Planner
Jack is a Senior Financial Planner for Aviance. Prior to his role at Aviance, he was a partner with Capital Rock Investments and Platinum Wealth Partners. Mr. Campbell served as a Wealth Advisor for several years. He worked for 15 years at Fidelity Investments serving a large base of clients as a Vice President and Senior Account Executive in the Private Client Group.
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Jack Brown, CFA
Chief Investment Officer
Michael Chapman, CFA
Portfolio Manager
Casey Farrow
Research Analyst

 

 

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