Team Member

Jeneé Peters

Managing Director, Wealth Management

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:

  • Comprehensive Financial Planning
  • Portfolio Management
  • Asset Allocation
  • Risk Assessment
  • Retirement Planning
  • 401(k) Rollovers
  • IRAs
  • Life Insurance
  • Estate Planning
  • Tax Savings
  • Education Savings Accounts
  • Life Events Financial Planning (Marriage, Divorce, Death, Retirement, etc.)

Jeneé holds the following Licenses:

  • Series 7 (General Securities Representative Exam)
  • Series 63 (Uniform Securities Agent State Law Exam)
  • Series 65 (Uniform Investment Adviser Law Exam)
  • 2-15 Health & Life (Including Annuities & Variable Contracts) Agent License