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Qualifications of Financial Advisor in Naples

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Financial Advisors in Naples, Florida
Financial Advisor Office Location Phone Number
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
Paul Savona,
Savona Financial & Insurance Agency
Serving Fort Myers-Cape Coral,
Cape Coral, FL  33914
(860) 388-9560

Information on Qualified Financial Advisors in Naples

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# 1079940
Series 7, 63

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


Office Location Serving Fort Myers-Cape Coral,
Cape Coral,
FL 
33914
Phone Number (860) 3889560

Paul began his career working for a "Big Eight" accounting firm, he was then recruited by a large insurance company where he was quickly promoted to Major Market Manager. Paul spent 35 years in the insurance industry building strong relationships with his clients managing over seventy advisors and employees, providing cost effective solutions for businesses and individuals. In 2005, Paul retired and soon after launched his own firm, Savona Financial & Insurance Agency. Paul continues to pride his career on his client relations and is dedicated to keeping Savona Financial & Insurance small enough to provide a one on one relationship with each client. Paul is a graduate of Bentley College where he earned his degree in Accounting and Finance.

About Savona Financial & Insurance Agency

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management We also can answer your questions, including: Can I retire early? Are my investments working hard enough? What's the best approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.



List of Additional Financial Advisors in or around Naples, Florida
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