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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.
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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.
