Director of Wealth Management
Jack is the Director of Wealth Management and a Senior Wealth Advisor for Aviance. His planning and guidance efforts have provided Aviance and our clients with a high level of care and professionalism.
Prior to his role at Aviance, Jack was a partner with Capital Rock Investments and Platinum Wealth Partners. He advised clients for 15 years at Fidelity Investments serving a large base of investors as a Senior Account Executive in the Private Client Group. He attended Bridgewater State University and received his Bachelors of Science degree in Business Management and completed the Certified Equity Professional – Level 1 program from Santa Clara University.
Jack and his wife Lucia, both originally from Massachusetts, have called Naples home since 2003. They are the proud parents of 2 son’s. Matthew , a Lieutenant in the Navy’s Nuclear Propulsion program and Eric a CPA. Jack enjoys Golf and remaining loyal to all of his Boston sports teams.