Alexandra Dipasquale Jones

Director of Compliance, Operations and Security at Naples Global Advisors, LLC

Role: Director of Compliance, Operations and Security at Naples Global Advisors, Llc
Location: Naples, FL, US
LinkedIn followers: 500 followers

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Experience

Director of Compliance, Operations and Security
Naples Global Advisors, Llc
Jul 2022 — Present · Naples, FL, US
Naples Global Advisors is an employee-owned and operated SEC Registered Investment Advisor providing multi-asset class investment management services to affluent and wealthy individuals and families.

Education

University of Dayton
Bachelor’s Degree, Arts and Science
2011 — 2015

Contact information

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Work email
a••••••@naplesglobaladvisors.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••78

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Current company

Naples Global Advisors, Llc

Investment Management · 15 employees · Founded 2011 · Naples, Florida, United States

Founded in 2011, Naples Global Advisors is an SEC Registered Investment Advisor serving individuals, families, trusts, retirement plans, charitable foundations and endowments. From retirement and estate planning to business investment and growth, we help clients and organizations in many financial positions and stages of life to establish, protect and grow wealth and assets. Our investment philosophy is at the core of our firm. We are value investors paying attention to the price of an asset relative to our perception of its worth. Our investment decisions are based on valuation, authenticity of earnings and cash flow and the utilization of a global opportunity set. Our professional team, located in Naples, Florida, provides the following services- Customized Portfolio Management - Estate and Trust Planning - Cash Flow Forecasting and Budgeting - Banking Products Counsel - IRA and Retirement Plan Elections - Life Insurance Coverage Analysis - Social Security Benefit Consultation. Around the globe or around the corner. We invite you to find out how a global investment strategy can help you achieve your financial goals. Please note: Third-party posts do not reflect the views of the firm and have not been reviewed by the firm for completeness or accuracy. Naples Global Advisors, LLC is registered as an investment advisor with the US Securities and Exchange Commission and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators and it does not indicate that the advisor has attained a particular level of skill or ability. Our Form ADV, Part 2 disclosure brochure is available upon request. Images and photographs are included for the sole purpose of visually enhancing the firm\'s LinkedIn page. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

naplesglobaladvisors.com

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Experience

Director of Compliance, Operations and Security

Education

University of Dayton

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