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Jeneé Peters joins Naples Wealth Planning as Managing Director of the Tampa Division with over 15 years experience in Wealth Management. While managing portfolios, Jeneé customizes individualized strategies for her client’s goals while mitigating risk. Collaborating with her client’s other trusted advisors including attorneys and accountants to address client’s tax, trust, and estate concerns, Jeneé believes in superior client service with the highest level of integrity. Jenee’s clientele is a broad combination of individuals and families including: business owners, professional athletes, corporate executives and physicians. Jeneé is a graduate of Baldwin-Wallace University of Ohio with a Bachelors in Business/Finance degree. When she is away from the office, Jeneé enjoys spending time with her husband and their family as well as golf, tennis, fitness, and travel.
Jeneé and her team offer the following services:
Jeneé holds the following Licenses:
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Naples Wealth Planning offers securities through World Equity Group, Inc., member FINRA / SIPC, a Registered Investment Adviser
Investment Advisory Services offered through Capital Rock Financial, LLC dba Naples Wealth Planning.
Capital Rock Financial, LLC dba Naples Wealth Planning is not owned or controlled by World Equity Group, Inc.
World Equity Group, Inc. does not provide tax or legal advice.