Meet Our Team

Kent began his career in financial services with Fisher Investments in 2010 as a Client Management Associate. He worked with high-net-worth clients managing the operational aspects of their relationship with the firm. His focus on investments later developed in his role in Institutional Fixed Income Sales and Trading with Carolina Capital Markets, a FINRA registered Broker-Dealer in North Carolina, and with Brownstone Investment Group, where he provided execution and advisory services to a variety of institutional fixed income clients. Prior to joining Naples Global Advisors, Kent served as a Wealth Advisor with Investors Trust Company, an investment management and financial planning advisory firm in Chapel Hill, NC. Kent is an Investment Advisor Representative of Naples Global Advisors registered with the Florida Office of Financial Regulation and FINRA, an accreditation granted for passing the Series 65 Exam. Kent is a Level 2 Candidate for the Chartered Financial Analyst designation and serves as a Portfolio Manager.

Austin graduated from the University of Florida in 2017, obtaining a Bachelor of Science degree in Finance. He then attended a Post-Baccalaureate Health Program at the University of Florida, which led to him obtaining a role at a healthcare technology company in its early stages. Austin has lived in Naples since he was 12 years old and graduated from Gulf Coast High School. He is an Investment Advisor Representative of Naples Global Advisors registered with the Florida Office of Financial Regulation and FINRA, an accreditation granted for passing the Series 65 Exam and currently serves as an Investment Analyst at the firm.

Prior to joining Naples Global Advisors, Wyatt worked in the Market Structure & Partnerships group in the Global Banking & Markets division at Goldman Sachs. He was responsible for strategy and driving growth initiatives through the development of electronic trading capabilities, strategic investments, and partnerships focused on capital markets technologies. Wyatt began his career at Bloomberg LP where he held multiple roles in the financial products group. Wyatt earned a B.A. in Economics from Denison University and an M.B.A. from Columbia Business School. Wyatt is a CFA Charterholder. He is an Investment Advisor Representative of Naples Global Advisors registered with the Florida Office of Financial Regulation and FINRA, an accreditation granted for passing the Series 65 Exam and currently serves as a Portfolio Manager at the firm.

Amy earned her degree in Hospitality and Tourism Management from the University of Wisconsin, Stout, and enjoyed a successful early-stage career with Hyatt Hotels Corporation.  For over a decade, she worked in Human Resources Management at hotels and resorts and later in the corporate headquarters in Chicago and Southern California.  It was during this time she gained valuable people relations and compliance skills.  After taking time off to be a stay-at-home parent, she reentered the workforce as a Sales Associate at Lilly Pulitzer and rose to Associate Manager where she further advanced her  customer service experience.  Amy currently serves as the Operations Officer at Naples Global Advisors.

Juan earned a Bachelor of Science degree in Finance from Florida State University in 2017 and later secured a Master of Science degree in Business Analytics and Information Systems from the University of South Florida, graduating in 2022. Originally from Medellin, Colombia, Juan moved to Naples at the age of 6 and subsequently graduated from Barron Collier High School. Before joining Naples Global Advisors, Juan worked as a Vice President at Citigroup in the Corporate Treasury team in Tampa and New York City.  Juan is an Investment Advisor Representative of Naples Global Advisors registered with the Florida Office of Financial Regulation and FINRA, an accreditation granted for passing the Series 65 Exam.  Juan currently serves as a Client Advisor for Naples Global Advisors.

Leann began her career in the publishing and logistics industry, providing high-level support to C-suite executives.  She later transitioned into the wealth management arena, serving in client services for a family office and addressed the multifaceted needs of high-net-worth individuals and families.  Most recently, Leann worked as a legal assistant for a law firm, where she helped facilitate clients’ estate planning needs.  Leann serves as a Client Services Officer for the Firm, where she is dedicated to delivering exceptional service and fostering strong client relationships.

Meri earned a Bachelor of Science in Advertising and Marketing Communications from Johnson & Wales University.  Throughout her college career, Meri studied abroad in both Vietnam and Cambodia where she met with company executives to gain insight on how international businesses operate.  Upon graduation, Meri began her career advising companies on marketing and communication needs. She then pivoted into the financial services industry as a Relationship Banker with Bank of America where she specialized in client relations, financial services, and personalized account management.  During her time with Bank of America, Meri relocated from Philadelphia to Naples.  She then joined Naples Global Advisors in 2025.  Meri serves as a Client Services Officer.