Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Naples

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Nadia Keric, CFP®

Sr. Wealth Advisor

Tom-Lamacchio

Tom LaMacchio

Sr. Wealth Advisor

Merrick Estes

G. Merrick Estes, Jr.

Sr. Vice President

Atlanta, Asheville, Charlotte, Raleigh, Durham, Boca Raton, Orlando, Jacksonville, Sarasota, Tampa, Franklin, Gallatin, Naples

Gerard P. Levesque

Tax Manager

Claudia Ona

Sr. Client Services Specialist

Connie Fornberg

Client Service Specialist

Madison Cosgriff

Client Service Specialist

Summer Miles operations manager

Summer Miles

Operations Manager

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