Lisa Weegar
Director of Operations & Client Services
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Director of Operations & Client Services
President
Managing Director, Wealth Management
Vice President, Wealth Management
Managing Director, Wealth Management
Managing Director – Wealth Management
Vice President, Investments & Planning
Vice President, Investments & Planning
Managing Director – Wealth Management
Managing Director – Wealth Management
Founding Partner
Sr. Registered Client Service Associate
Senior Client Services Associate
Managing Director, Wealth Management
SVP, Wealth Management
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© 2023 Naples Wealth Planning, LLC (NWP). All rights reserved. Imprint Wealth, LLC (IW) d/b/a Naples Wealth Planning, LLC (NWP) is a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission (SEC) and headquartered in Mount Pleasant, SC and Naples, FL.
NWP offers Securities and Brokerage Services through Cape Securities, Inc. and American Global Wealth Management, Inc. (AGW) Member (FINRA/SIPC/ MSRB) and headquartered in McDonough, GA. Insurance products and services are offered through affiliate Naples Insurance Strategies, LLC, (NIS) and Avanti Insurance Solutions (AIS) Naples, FL. NWP does not provide tax or legal advice.