• 239-260-9386
  • Mon - Fri: 8am - 5pm

Team Member

Laurence Hulbert

Vice President Investments & Planning
  • 239-431-3645
  • LHulbert@NaplesWealthPlanning.com

Laurie has thirty years of investment management experience, managing mutual funds and common trust funds for institutions, and portfolios for high net worth individuals.  Prior to joining NWP, Mr. Hulbert was Regional Portfolio Manager at BB&T where he was responsible for customized investment management of client and institutional accounts, including asset allocation, security selection decisions, as well as, regular portfolio supervision and periodic reviews with clients. He earned a B.A. degree in History and Political Science from the University of Kentucky. He is a five time recipient of the Five Star Wealth Manager Award by Gulfshore Life magazine.

Services Offered

Insurance

  • Medicare Supps
  • Life Insurance
  • Disability
  • Long Term Care

Investing

  • Brokerage and Trading
  • Managed Accounts

Retirement

  • Roth IRA
  • Traditional IRA
  • Rollover IRA

College Planning

  • College Planning 529
  • College Savings Plan
  • Educational Savings Account

Small Business

  • 401(K)
  • Sep IRA
  • Simple IRA
  • Defined Benefit Plan
  • Business Investor Account
  • Buy/Sell Agreements

Annuities

  • Private Placement Variable
  • Fixed Index
  • Single Premium
  • Deferred Income
  • Fixed Deferred

Securities

  • ETFs
  • Options
  • Mutual funds
  • Bonds, CDs & Fixed Income
  • International Stocks
  • Annuities
  • Insurance
  • Money Market Funds
  • Margin Loans
  • Cash Solutions

Trust and Estate

  • Trust Account
  • Estate Account