Lisa Weegar
Director of Operations & Client Services
- 239-260-9386
- Mon - Fri: 9am - 5pm
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Director of Operations & Client Services
President
Operations & Client Services Associate
Managing Director, Wealth Management
Managing Director – Wealth Management
Vice President, Investments & Planning
Managing Director – Wealth Management
Vice President, Investments & Planning
Managing Director – Wealth Management
Founding Partner
Director of Client Services
Sr. Registered Client Service Associate
Managing Director, Wealth Management
Managing Director – Wealth Management
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Naples Wealth Planning offers securities through Laidlaw & CO (UK) Ltd., member FINRA / SIPC, a Registered Investment Adviser
Investment Advisory Services offered through Laidlaw Wealth Management LLC dba Naples Wealth Planning.
Laidlaw Wealth Management LLC dba Naples Wealth Planning is not owned or controlled by Laidlaw & Co (UK) Ltd.
Laidlaw & Co (UK) Ltd. does not provide tax or legal advice.
