NAPLES GLOBAL ADVISORS, LLC
NAPLES, FLORIDA

Founded in 2011, Naples Global Advisors is an SEC Registered Investment Advisor known for its dedicated service to individuals, families, trusts, retirement plans, and charitable foundations and endowments. Operating as an employee-owned LLC and committed to acting as a fiduciary, the firm prides itself on managing client portfolios with complete accountability. Established in downtown Naples on Fifth Avenue, Naples Global Advisors offers expert advisory services aimed at wealth maintenance, legacy continuation, nest egg growth, or ideal retirement funding through strategically diversified portfolios that align with clients' goals and risk tolerance. The company's comprehensive approach includes designing budgets and forecasts to facilitate business and personal continuous growth, as well as providing counsel on selecting appropriate banking products given the vast market options. Additionally, Naples Global Advisors assists in ensuring loved ones are cared for by recommending suitable life insurance coverage. Located at 720 5th Avenue South, Suite 200, Naples, FL 34102, with a contact number of (239) 776-7900 and official website naplesglobaladvisors.com, the firm continues to uphold its fiduciary responsibility under managers Michael Morris and John Suddeth. Maintaining transparency and adherence to regulatory standards, Naples Global Advisors was incorporated on June 21, 2011, in Florida with a filed number of L11000072299 and is categorized as FLAL. The company's last annual report was filed on February 1, 2024, for the year 2024, reflecting its ongoing commitment to excellence.