Coyle Financial Counsel welcomes Will Palmer as new Wealth Management Advisor

Coyle Financial Counsel, a wealth management firm that advises high-net-worth families across generations, has recently brought on Will Palmer as a Wealth Management Advisor at their Naples, FL location.

A Florida resident for more than a decade, Palmer will be the first full-time Wealth Advisor that Coyle Financial has had permanently on-site in their Naples office in 2 years. With 14 years of experience in the financial services industry, Palmer is expected to lead the firm’s continued growth in this southern Florida region.

Prior to Coyle, Palmer worked at several well-known Fort Myers banks, where he spent 6+ years at as wealth and financial advisors.

“After 12 years of working in the banking industry, I found myself drawn to Coyle’s approach of helping families simplify their financial decisions with their ‘Wealth of Everything’ model,” Palmer says. “Transitioning to Coyle will allow the autonomy and flexibility to advise my clients with their best interests in mind.”

As a Wealth Management Advisor, Palmer will work directly with clients to help them make informed, carefully considered financial decisions about their wealth. “I specialize in working with affluent families and helping them navigate the complexities of wealth acquired over generations,” he says. “This includes everything from working through family dynamics and complex tax strategies, to comforting family members when someone passes and helping business owners prepare for a transition.”

Coyle Financial Counsel is enthusiastic about Palmer’s ability to help their Naples service continue expanding.

“We’re energized to have Will join our team and lead the way for continued growth at our Naples location,” Coyle Financial president and owner, Gary Klaben, says. “It may have taken us 2 years of searching to find the right fit, but with Will’s professional demeanor, years of experience, and relationships-first mindset, we’re confident we’ve made the right choice.”

Will has already begun his work at Naples and is currently available to take on new clients. Learn more and schedule a free consultation with Will at https://www.coylefinancial.com/contact-us/ or by calling 239-443-5444.

About Coyle Financial Counsel
Coyle Financial Counsel is a wealth management firm with offices in Naples, FL and Glenview, IL. Founded in 1972, Coyle’s advisory services extend beyond simple investment guidance by meeting families where they are today, fostering a connection between their personal and financial lives, and helping them confidently make financial decisions that align with their lifestyles. With the support of their proprietary approach, The Coyle Process, and their Good Life Managed Well™ philosophy, Coyle has served many families for more than 30 years across generations.