Kiersten Bryan
Operations & Client Services Associate
- 239-260-9386
- Mon - Fri: 9am - 5pm
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Operations & Client Services Associate
Chief Operating Officer
Director of Operations & Client Services
Managing Director – Wealth Management
Managing Director – Wealth Management
Director of Insurance & Financial Planning
Managing Director – Wealth Management
Managing Director – Wealth Management
Managing Director – Wealth Management
Founding Partner
Director of Client Services
Sr. Registered Client Service Associate
Managing Director, Wealth Management
Managing Director
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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.
