Lisa Weegar
Director of Operations & Client Services
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- Mon - Fri: 9am - 5pm
Director of Operations & Client Services
President
Managing Director, Wealth Management
Vice President, Wealth Management
Managing Director, Wealth Management
Vice President, Investments & Planning
Vice President, Investments & Planning
Managing Director – Wealth Management
Managing Director – Wealth Management
Managing Director, Wealth Management
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© 2024. Naples Wealth Planning, LLC (NWP). All rights reserved. NWP is a Registered Investment Advisor (RIA) with the Securities Exchange Commission (SEC) headquartered in Naples, FL. Insurance products and services are offered through affiliated insurance agency Naples Insurance Strategies, LLC, (NIS) Naples, FL.
Select registered representative advisors of NWP may offer registered insurance products and securities and brokerage services through affiliated registered broker dealer American Global Wealth Management, Inc. (AGWM) member (FINRA/SIPC/ MSRB) headquartered in McDonough, GA. NWP and its affiliates do not provide tax or legal advice.