Naples: Empowering Your Wallet: Strategies for Taking Control of Your Financial Future

As we delve into the month of February, often associated with love and romance, let us redirect our focus towards another form of affection – self-love through financial empowerment. In our upcoming meeting, “Empowering Your Wallet: Strategies for Taking Control of Your Financial Future,” we recognize February as an opportune time to express care for our financial well-being. This month serves as a reminder to cultivate a healthy relationship with our finances, ensuring they align with our long-term goals and aspirations. Join us for a panel discussion and workshop that will guide you in nurturing a financially secure future. Let’s make this month not only about matters of the heart but also about investing in our financial well-being, laying the groundwork for a prosperous and secure tomorrow.

Our emcee:

Amelia Biehl, Associate Professor and Chair of the Department of Economics & Finance. Dr. Amelia Biehl began serving as the Chair of the Department of Economics & Finance in 2021 and is an Associate Professor of Economics. She came to Florida Gulf Coast University in 2016 after serving as Associate Professor of Economics at the University of Michigan-Flint from 2014 to 2016 and Assistant Professor of Economics from 2008 to 2014. Dr. Biehl earned a B.S. in Mathematics and a B.S. in Economics from Eastern Michigan University, as well as an M.S. and Ph.D. in Economics from the University of Kentucky. Dr. Biehl’s research interests include real estate, public economics, and entrepreneurship. Her research has been presented at conferences held by the National Tax Association, the American Economic Association, the Missouri Valley Economic Association, the Academy of Business and Economics, and the Southern Economic Association. Dr. Biehl’s research appears in the American Economic Review Papers and Proceedings, Real Estate Economics, the Journal of Economics, Small Business Economics, and Economic Inquiry.

Our Panelists:

Colin McCarthy, CFA® Vice President | S. FL Market Leader U.S. Wealth Advisory | BlackRock & iShares Colin McCarthy, CFA®, Vice President, is a Market Leader in South Florida, representing BlackRock & iShares. In his role, Colin is responsible for delivering the Investment Products & Portfolio Construction capabilities for BlackRock, the World’s Largest Asset Manager with ~$10T in AUM. During his time at BlackRock, he has won numerous Awards for Leadership & Sales Results. Colin is a Chartered Financial Analyst & lives with his Wife in Fort Lauderdale.

Alanna Morey, CFP®, APMA® is a Private Wealth Advisor and Managing Director with Siena Wealth Advisory Group. Alanna educates and empowers her clients to take control of their financial situation so that they can achieve financial freedom and peace of mind. Alanna joined the Siena team in 2011. In 2023 she was named by Forbes as a Best-in-State Women Wealth Advisor and Best-in-State Next-Generation Wealth Advisor. She is also President of the Ameriprise Women’s Empowerment Network.

Ryan Hawk joined HBKS® in 2019 as a financial advisor in the Naples, Florida office. As a Certified Financial Planner™️, he works with high-net-worth families in the design, management and understanding of advanced financial planning. He began his financial services career in 2004 and prior to joining HBKS® held positions with a large Wall Street firm, a small family office, and Vanguard, the world’s second largest financial firm.

Anthony J. Leopizzi, CFP®. CLU®, ChFC®, CIMA® Private Wealth Advisor President and CEO Verita Wealth Advisory Group has been a Private Wealth Advisor with Ameriprise Financial, serving the Florida and NY area for over 30 years. Winning multiple awards, Anthony is a Five Star Wealth Manager, 28 year Circle of Success qualifier, and in 2014, Anthony was inducted into the Ameriprise Hall of Fame. Anthony served as past President and Chair of the FPA/GHV chapter in NY for 6 years and has been named a Forbes Best-in-State Wealth Advisor for 2022 & 2023.

Stacey Adams, Financial Representative at Alliance Financial Group. Stacey is an award-winning news journalist who spent more than two decades as a tv news anchor across the country. Now, as a financial advisor for the past 9 years, she utilizes those communication skills to guide clients into becoming the best financial versions of themselves. Life is full of moments, milestones, pits, and peaks. Using insurance, investments, and tax strategies…. Stacey provides clear, customized strategies so clients can navigate through it all.

Carolie Burroughs, SBC Investment Management Chief Investment Officer has more than 30 years of experience in the financial services industry and has spent most of her career serving institutions and individuals in need of investment research, and asset management services and advice. In her current role, she creates and develops new strategies to build and preserve wealth for the future, as the long-term investing landscape changes. Carolie has a B.S. in Mathematics from the University of Connecticut, an M.B.A. from Duke University, and is a Chartered Financial Analyst (CFA).