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Qualifications of Financial Advisor in Naples

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Naples, Florida
Financial Advisor Office Location Phone Number
Sam Mazzola,
Financial Engines Advisors, LLC
4851 Tamiami Trail North,
Naples, FL  34103
(877) 857-3030
Jason Kohut,
Signet Financial Management, LLC
4851 Tamiami Trail North, Suite 200,
Naples, FL  34103
(239) 302-1715
Samuel Dedio,
Patrumin Investors
3811 Airport Road North Suite 201A,
Naples, FL  34110
(973) 767-8337
Sam Mazzola,
Financial Engines Advisors, LLC
9160 Forum Corporate Parkway,
Fort Myers, FL  33905
(877) 857-3030

Information on Qualified Financial Advisors in Naples

Qualifications CRD# 4227548
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 4851 Tamiami Trail North,
Suite 200,
Naples,
FL 
34103

Phone Number (877) 8573030

Joined Financial Engines in 2011. Began his career in the financial services industry in 1996. Successfully completed the Series 6, 7, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFSý) certification(s). Associates degree in Accounting from Monroe Community College. Hometown is Pittsford, NY. Married with two children: Adam and Alexa.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4007586
FirmCRD# 105310
Series 7, 66

Compensation/Fee I am a fee-only financial professional, Based on Assets


Office Location 4851 Tamiami Trail North, Suite 200,
Naples,
FL 
34103

Phone Number (239) 3021715

As Managing Director at Signet Financial Management of SWFL, I strive every day to help my clients pursue their financial goals. I am committed to helping make a difference in the financial futures of the individuals, families, and business owners that I have the opportunity to work with. By taking the time to get to know my clients and understanding what matters the most to them, we are able to work together to create goal-based plans designed around their unique needs. If you have questions about potential investment solutions for retirement, providing for your childrens or grandchildrens education, or legacy planning, I welcome the opportunity to see how I might be able to help. Please call us at: 239-302-1715

About Signet Financial Management, LLC

Signet Financial Management was established in 1988. We have a local Naples Florida presence, and a team of driven professionals including Chartered Financial Analyst's (CFA) and Certified Financial Planner's (CFP) with decades of experience. We believe each client deserves their own personal portfolio, custom tailored to their individual requirements. We accomplish this by developing genuine relationships to intimately understand your goals and needs. We custom design portfolios based upon each client's individual risk tolerance and income needs using our own proprietary management strategies. This means our clients own the individual stocks and bonds our research has identified. The result is, we believe, a lower cost, more tax-efficient portfolio. Furthermore, this promotes transparency for clients about every investment decision we make.



Qualifications CRD# 2648450
FirmCRD# 170454
Series 63

Compensation/Fee I am a fee-only financial professional, Based on Assets


Office Location 3811 Airport Road North Suite 201A,
Naples,
FL 
34110

Phone Number (973) 7678337

Founder, Managing Partner and Chief Investment Officer, Patrumin Investors, LLC, 2012-Present Lead Portfolio Manager, Head of US Equities, Artio Global Management, 2006-2012 Managing Director, Lead Portfolio Manager and Head of US Equities, Deutsche Asset Management, 1999-2006 Senior Industry Analyst, Ernst & Young, LLP, 1997-1999 Equity Analyst, Evergreen Asset Management, 1994-1997 Equity Analyst, Standard & Poor's Corp., 1991-1994 MS, Accounting, American University, Kogod School of Business BA, Business Administration, William Paterson University

About Patrumin Investors

Patrumin Investors, was founded in 2012 by Samuel Dedio. The firm was formed then to ensure a continuation of four successful U.S. Equity Strategies that he managed for New York- based Artio Global Investors since 2006. What distinguishes Patrumin from nearly all competitors is the company specializes and focuses on one thing only: constructing and managing investment portfolios. The firm does NOT sell insurance, annuities, nor is it a paid distributor of mutual funds, like most advisors. Patrumin simply takes an advisory fee of 1.00%-to-1.50% and constructs investment portfolios of individual securities, also know as separately manged accounts (SMAs). The firm does NOT utilize mutual funds unless requested by clients. The ONLY fees Patrumin earns are transparent client advisory fees. Mr. Dedio specializes in analyzing companies and constructing investment portfolios for individuals, retirement plans and institutions. He has over 25 years of Wall Street experience analyzing and successfully managing sizable assets in New York City for leading firms, including: Standard & Poor's, Evergreen Investors, Bankers Trust, Deutsche Bank and Bank Julius Baer. Prior to starting Patrumin in 2012, Mr. Dedio served as Head of U.S. Equities for Bank Julius Baer and Managing Director & Head of U.S. Equities for Deutsche Asset Management. In addition to managing SMAs of qualified retirement and non- retirement investment accounts, Patrumin also provides UMA and sub-advisory account management services.




Qualifications CRD# 4227548
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 9160 Forum Corporate Parkway,
Suite 350,
Fort Myers,
FL 
33905

Phone Number (877) 8573030

Joined Financial Engines in 2011. Began his career in the financial services industry in 1996. Successfully completed the Series 6, 7, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Associates degree in Accounting from Monroe Community College. Hometown is Pittsford, NY. Married with two children: Adam and Alexa.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



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