Naples, Florida

Global insights and deep, local experience for individuals and families

850 Park Shore Drive
Naples, FL 34103


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Featured Services

Based on an understanding of your personal needs, a team of dedicated specialists will work with you to deliver integrated solutions for all areas of your wealth plan


Our views and global network allow us to identify opportunities in complex, ever-changing world markets. Your level of engagement can be brokerage, discretionary or a combination based on your preferences.

Wealth Planning

We focus on helping clients address their long-term financial needs. With your other advisors, we develop strategies to help preserve your wealth—so you can enjoy your life now, provide for your heirs and support the causes you are passionate about.

Credit & Banking

We provide guidance for effective balance sheet management, with an emphasis on structuring large and complex loans. You have a comprehensive range of financing choices, including mortgages and lines of credit, as well as specialized financing.

The Local Team

A team of dedicated specialists works together seamlessly to address your evolving needs

Lisa Merritt

Lisa Merritt

Executive Director

Carlos Batlle

Carlos Batlle

Managing Director
Wealth Advisor

Amanda Murphy

Amanda Murphy

Vice President
Naples Advisor Team Lead

Mark Malone

Mark Malone

Executive Director
Investment Specialist

Learn more about our firm and investment professionals through FINRA BrokerCheck

Connect with us
We look forward to speaking with you about how we can put our local experience and global reach to work for you