Jack Clark, MBA, CFA, CFP®

Senior Wealth Advisor

Naples, FL
Focus Areas

Stock Options and Equity Compensation
Tax Planning
Investment Strategies

Client Specialty

Executives
Business Owners
Professionals
Retirees

Community

CFA Society of Naples,past President; Moorings Presbyterian Church, Finance Committee; Youth Sports Coach, Growing Associates in Naples (GAIN) Program; Leadership Collier Foundation

Jack is a Senior Wealth Advisor based out of our Naples, Florida office. He provides financial, investment, and tax planning services to high net worth individuals and their families and implements comprehensive wealth management plans.

Prior to joining The Colony Group, Jack worked as a Wealth Strategy Associate at UBS where he performed financial planning and portfolio management services for private clients. He also was an Investment Specialist and Compliance Advisor in the Raymond James Financial corporate headquarters.

He received his Bachelor degree, cum laude, from the University of Florida and a Master of Business Administration degree from the University of South Florida. In addition, he earned his Chartered Financial Analyst® designation in 2011 and holds the CERTIFIED FINANCIAL PLANNER designation. Outside of his professional responsibilities, Jack enjoys playing golf, saltwater fishing, and running.

 

 

In Florida, The Colony Group is registered to do business as The Colony Group of Florida, LLC.

Published Insights

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