Naples Trust Company

Navigating Market Uncertainty - U.S. equity markets recently entered "correction" territory, down more than 10% from February's all-time high. While this may seem rare, corrections are actually a normal part of investing. What’s driving the current shifts? Uncertainty, fueled by volatile market conditions and swift changes in policy decisions. ? Check out our latest article on navigating market uncertainty, the importance of diversification and valuation discipline, and how we’re staying vigilant to risks and opportunities:?https://lnkd.in/emMt3uzD ? If you would like to speak with one of our team members, please call 239-774-4000 or contact us here:?https://lnkd.in/ekWWi3uK --- #Investing #WealthManagement?#PortfolioManagement #Finance #LongTermGoals #Diversification #StockMarket #InvestmentStrategy Judy Bricker, Samira Molabecirovic, Kristian R. Jhamb, MBA, CFA, Billie Ann Porter, Maggie McMorrow, Ian Breusch, CFA, Mitchell Dario, CFA, Tracy A. LoPresto-Hemrick, Sterling Lund Elliott

Don’t miss out on this unforgettable event! Join us this Thursday, March 20th for an inspiring afternoon featuring Award-winning author Annabelle Tometich Her debut book, “The Mango Tree: A Memoir of Fruit, Florida, and Felony” was released in April 2024 to high acclaim, including several mentions on end-of-the-year “best books” lists (including The Washington Post and NPR). The book won her the coveted Southern Book Prize and the New York Times praised it as “sweet, sharp.” Refreshments will begin at 4 p.m. Space is limited, and reservations are required. $2 million in investable assets and higher. To RSVP, email [email protected] or call 239-774-4000.? --- #WomenInLiterature #WealthManagement #Investment #EstatePlanning Judy Bricker, Samira Molabecirovic, Billie Ann Porter, Maggie McMorrow, Tracy A. LoPresto-Hemrick, Sterling Lund Elliott

Strategic Growth, a People-First Mindset, and the Motto to Always Do the Right Thing. “When you take care of the employees, the employees take care of?the?clients.” – Al Hanser, Founder & CEO. At The Trust Company, we know that creating a work environment where employees feel valued, supported, and motivated is key to long-term success. Check out the full article from Business Observer that dives into The Trust Company philosophy here: https://lnkd.in/egzWycwr --- #WealthManagement #SWFL #Investing #LowTurnover #EmployeeWellbeing #ClientSuccess #CompanyCulture' Judy Bricker, Samira Molabecirovic, Billie Ann Porter, Maggie McMorrow, Tracy A. LoPresto-Hemrick, Ian Breusch, CFA, Sterling Lund Elliott,

Naples Trust hosts an unforgettable evening at The Naples Yacht Club, where Professor Louis P. Masur took 100 attendees on a journey through the history of “Rock ‘n Roll Music – The Songs that Changed American Culture.” By the end of?his captivating?presentation, there was dancing in the aisles. Who knew that history could turn into a dance party? ? In keeping with the theme, we were honored to have a special guest in the audience?-?Walter Tiburski, Inductee (non-performer) in the Rock n Roll Hall of Fame and Museum, and the former?local executive of Alpine Broadcasting Corp. soft AC WAVV Ft. Myers (101.1). --- #WealthManagement #RockAndRoll #Music #Dancing?#Investing Judy Bricker, Billie Ann Porter, Samira Molabecirovic, Ian Breusch, CFA, Kristian R. Jhamb, MBA, CFA, Mitchell Dario, CFA. Tracy A. LoPresto-Hemrick, Sterling Lund Elliott

The Naples Trust Company recently hosted their Wisdom of Women program, The Art of Aging Gracefully, at the Arthrex Innovations Hotel. The focus was on embracing every stage of life with confidence, whether it be your own personal aesthetics or your estate plan through the years. Double Board-Certified facial plastic surgeon, Dr. Daniela Burchhardt, M.D. shared her expertise on facial surgical and non-surgical techniques to manage aging, while Naples President, Billie Ann Porter CFP?, CTFA and Wealth Advisor, Maggie McMorrow, J.D, spoke on the importance of keeping your estate plans fresh and aligned with your wishes. The presentation was enjoyed by all and the Cinema room at Innovations Hotel provided the perfect intimate setting for engaging conversation. If you are interested in joining an upcoming speaker event, please reach out to [email protected] or 239-774-4000 --- #AgingGracefully #EstatePlanning #Wellness #Health #Skin #Naples Judy Bricker, Samira Molabecirovic, Tracy A. LoPresto-Hemrick, Sterling Lund Elliott

Learn how fixed income adds to portfolio diversification and may provide more consistent performance in a changing investment environment. Check out this article on why fixed income might be a smart addition to your strategy.?https://lnkd.in/e4KF55DP If you would like to set up a time to visit with an advisor please contact us at 239.774.4000 or?https://lnkd.in/ekWWi3uK --- #FixedIncome #PortfolioManagement #Balanced #Stocks #Bonds Judy Bricker, Samira Molabecirovic, Billie Ann Porter, Kristian R. Jhamb, MBA, CFA, Miles Toth, Tracy A. LoPresto-Hemrick, Sterling Lund Elliott

The Naples Trust Co. is forecasting another year of modest economic growth. A trio of Trust Company market experts – COO Ian Breusch, CFA; CIO Kristian R. Jhamb, MBA, CFA and Senior Portfolio Manager, Mitchell Dario, CFA - offered a cautiously optimistic view of the U.S. economy and financial markets during the firm’s 2025 Economic Outlook, which was held recently at The Naples Yacht Club. About 115 clients and prospective investors attended the presentation, featuring an annual review of the prior year’s market performance and preview of circumstances that will impact the nation’s economy. For Your Convenience, View Recorded 2025 Economic Outlook Content here: https://lnkd.in/ghwV2u72 --- #2025EconomicOutlook #UsExceptionalism #FinancialPlan Judy Bricker, Samira Molabecirovic, Billie Ann Porter, Maggie McMorrow, Sterling Lund Elliott, Tracy A. LoPresto-Hemrick, West McCann, CFA

Join Us for Our Popular Wisdom of Women Speaker Series with Dr. Daniela Burchhardt, M.D. on The Art of Aging Gracefully. ? The Naples Trust Co. is excited to host you for an engaging conversation that explores ways to prioritize well-being at every stage of life. ? ??Tuesday, February 11 ???Innovations Hotel Arthrex, Cinema Room, 1290 Innovations Drive ???4:00 PM ? Seats are limited, please RSVP to?[email protected]?or 239-774-4000 ? Read More Here: https://lnkd.in/e7zm2Ais? --- #AgingGracefully #HealthAndWellness #EstatePlanning Maggie McMorrow, Billie Ann Porter, Judy Bricker, Samira Molabecirovic, Tracy A. LoPresto-Hemrick, Sterling Lund Elliott

Naples Trust Co. is a very proud partner of STARability Foundation and thrilled with their success at this weekend’s gala. The beautiful setting of Tiburón Golf Club, a song performed by the “Stars” and generous patrons made for a beautiful evening of purpose and fun. $1.6m raised in the fund a cause cash call alone. NTC’s team of Ian Breusch, CFA, Carolyn Rogers, CFRE and Maggie McMorrow represented. --- #SWFL #NonProfit #Invest #MakeADifference Judy Bricker, Billie Ann Porter, Samira Molabecirovic, Sterling Lund Elliott

Stay Ahead of the Curve: Join Our Quarterly 30-Minute Webinar on the Current Financial Outlook and Financial Planning that can Benefit Your Heirs. Watch Now! https://bit.ly/40xrxhE --- #2025 #Investment #FinancialOutlook #SWFL #WealthManagement Judy Bricker, Samira Molabecirovic, Billie Ann Porter, Ian Breusch, CFA, Jodi Schwan, Maggie McMorrow, Logan Webb, Tracy A. LoPresto-Hemrick, Sterling Lund