Mr. Calhoun is the Chief Executive Officer of Naples Wealth Planning. Previously Mr. Calhoun was the CEO of Laidlaw Wealth Managment, LLC as well as the President of a Private Investment Boutique firm in MD/DC Metro market. He was also a Managing Director with Well Fargo Advisors Financial Network (FiNet), the Independent Advisor Channel of Wells Fargo Advisors. Mr. Calhoun has also held leadership roles with Smith Barney and Legg Mason. He began his career as a Financial Advisor with Merrill Lynch.
Mr. Calhoun at different times in his career has had responsibility for Practice Management, Business Development, Recruiting, Products & Services and M&A. In addition, he has been a Financial Advisor, Sales Manager, Branch Manager, Regional Director, Senior Leader, President and Equity Partner of a private investment management company and most recently CEO of another RIA.
Mr. Calhoun who is married with three children enjoys coaching youth athletics and is also the former President of the Montgomery Township Baseball Softball Association. In addition, he is active with both his alma mater, Cornell University (Ithaca, NY) and high school, LaSalle College High School (Wyndmoor,PA) and is the Treasurer and a member of the Maxwell Football Club’s Board of Directors.