Vice President Investments And Planning
Jorge Morales joined Naples Wealth Planning, in 2018 as Vice President of Investments and Planning. He brings 17 years of financial planning, asset allocation and risk management experience to NWP.
Jorge is well versed in Management Consulting and Business Development. At his prior firm, he acted as a consultant and worked with organizations with revenues up to $30 million. During this period, Jorge discovered a need and passion to cater directly to the wealth management needs of the business owners rather than what was suitable for the investment firm. As a result of the latter, he decided to go independent with JLM and design a holistic business model that always prioritized the client’s best interest. Fulfilling the role of a truly trusted advisor, Jorge brings expertise from his business development, management consulting and entrepreneurial background to best serve his clients.
Soon after, Jorge joined forces with Naples Wealth Planning where he felt a natural cultural fit and saw an opportunity to serve new and existing clients with a world class team at his side. Jorge takes pride in aligning his client’s success to his own and on building strategic alliances with CPAs, attorneys and centers of influence that can provide concierge experiences and added value services in line with his clients’ objectives and goals.
When he is not in the office or spending quality time with Zuleika and Kahla, his beloved wife and daughter, you can be sure to catch him kitesurfing at the beach, golfing or sailing. Additionally, Jorge is an appreciator of fine art, and as is very active with his church in Doral, Our Lady of Guadalupe and serves in the lector ministry. He helps the homeless and offers other non-profit foundations assistance in fundraising and educating donors.
Direct Line: 786-530-1712