Niki T. Whelan

BS in Finance, Florida Gulf Coast University

Niki started her career on the Institutional Equities Sales and Trading desk at National Bank Financial (NBF) in Toronto, with a primary focus on equity research and analysis. After leaving NBF, she relocated to Florida and worked as an Investment Advisor for high-net-worth clients at PNC Wealth Management in Naples, utilizing market and economic data to offer investment recommendations as well as monitor investment performance. Niki joined Naples Global Advisors in 2016. Niki serves as an Investment Analyst.

(239) 776-7912