Banking and Financial Services

l REAL ESTATE AND DEVELOPMENT | l BANKING AND FINANCIAL SERVICES

PHIL WOOD President and CEO John R. Wood Properties

When Phil Wood joined his father’s real estate firm in 1976, he was the ninth agent. The company now has 550-plus Realtors and 16 offices in Collier and Lee counties. The business was built on a culture focused on legendary service, unwavering ethics, and philanthropy. As CEO for the past 20 years, Wood has led the company into the modern era by ensuring that clients have the best data available and international exposure guided by knowledgeable professionals.

EDUCATION: Emory University HOMETOWN: Naples, Florida TOUGHEST CHALLENGE/LESSON LEARNED: The Great Recession. Don’t take on too much debt or financial obligations—you never know what will happen tomorrow. HOBBIES: Collecting antique bottles FAVORITE COLLIER COUNTY PLACE TO VISIT: Sunset at the beach CHARITIES: Salvation Army, St. Matthew’s House BUCKET LIST: Iceland TIMOTHY J. CARTWRIGHT Partner and Cofounder Fifth Avenue Family Office Timothy J. Cartwright cofounded Fifth Avenue Family Office in 2006 to specialize in venture capital, private equity, and mergers and acquisitions. Cartwright is chair of the Florida Gulf Coast University Foundation, Taste of Immokalee, and Tamiami Angel Funds, the largest family of angel funds in Florida. In 2018, Cartwright was honored as one of the “500 Most Influential Floridians” in the state. He began his career with Arthur Andersen and cofounded By-Products Interactive and Benchmark Solutions. JEFF D. WYNN President Wynn Properties, Inc.

Taking over a family business linked to the area’s history can be both comforting and daunting. Jeff Wynn stepped into the role as president of the Wynn Properties—which owns and manages commercial real estate in Collier and Lee counties—during the recession in late 2008. He has experience in commercial real estate sales, leasing, development, and management, specializing in finance. Wynn serves on the Wynn Family Board of Directors and Fifth Avenue South Business Improvement District, and Blue Zones Project of Southwest Florida.

EDUCATION: University of Florida (MBA) HOMETOWN: Naples FIRST JOB: Bagging groceries at 12 years old at Wynn’s Market on Fifth Avenue South SECRET TO SUCCESS: Take care of your employees and they’ll take care of you. TOUGHEST CHALLENGE: Taking over and being expected to continue the prior success of our family’s company HOBBIES: Golf, running, spending time with my wife and three sons FAVORITE TRAVEL DESTINATION: Croatia

ADVICE TO 18-YEAR-OLD SELF: Don’t stress over situations outside of your control. Enjoy the moment.

EDUCATION: Northwestern University (MM) HOMETOWN: DeKalb, Illinois FIRST JOB: Seed corn detasseler SECRET TO SUCCESS: Listen twice as much as I speak TOUGHEST CHALLENGE: Operating at the intersection of Professional Drive and Personal Humility HIDDEN TALENT: I do impersonations. FAVORITE BOOK: The Bible FAVORITE COLLIER COUNTY PLACE TO VISIT: Keewaydin/Key Island CHARITIES: Golisano Children’s Museum of Naples, Taste of Immokalee BOB EDWARDS President and Senior Portfolio Manager Edwards Asset Management

Honing his investment skills for 30 years to help clients achieve their goals of a sustainable income, Bob Edwards has been named one of the country’s top financial advisors by Barron’s magazine for the past eight years. A resident of Naples since he was in elementary school, Edwards is deeply committed to the community. Edwards and his wife, Terry, have chaired the Naples Winter Wine Festival and opened their extensive personal art collection for fundraisers.

FIRST JOB: At age 10, I got a Naples Daily News delivery route and at 11, I made a career pivot to hawk wayward range balls and clean golf clubs for the golf pro at the Naples Golf & Beach Club. The pay wasn’t much, but the perks were being able to practice and play golf. HOBBIES: I’m a collector. I love to build collections: art, rare books, wine, vintage cars, even a portfolio of stocks bought at reasonable prices. I’ve applied “value investing” principles to collecting for several decades and it works in a compounding fashion. I recommend it for selecting everything, except for the selection of a spouse. FAVORITE BOOK: The Intelligent Investor by Benjamin Graham CHARITABLE BOARDS: Artis-Naples, The Baker Museum, Guggenheim Museum in Venice, Italy

DAVID C. GORDLEY Market President IBERIABANK

With more than 30 years of banking experience, David C. Gordley’s primary responsibility is to lead the growth of IBERIABANK in Collier County, including all marketing, sales, revenue, and expense initiatives. His diverse banking background includes leadership and management positions in corporate, middle market, large corporate, commercial real estate, and treasury services with super regional, regional, and community banks. His focus is on strong team development.

EDUCATION: University of Kentucky NOTABLE ACCOMPLISHMENT: I played Division I golf as a walk-on. WHY I CHOOSE THIS FIELD: Banking is a people business. FIRST JOB: Pizza delivery driver BEST ADVICE: People do business with people they like. HOBBIES: Family, travel, food, golf, hunting, and fishing FAVORITE TRAVEL DESTINATION: Anywhere I’ve not been before CHARITIES: Children’s Advocacy Center of Collier County, The Village School, United Way of Collier and the Keys GERRI MOLL Southwest Florida President Bank of America During her 35-year career at Bank of America, Gerri Moll has held senior leadership roles in consumer and commercial banking, and global wealth and investment management, and she has led the transition team during two mergers. Today, the Florida native leads a team of executives representing eight Bank of America business lines. Moll has held numerous community leadership positions, including serving on the Florida Board of Governors. She serves on the boards of Artis-Naples and Conservancy of Southwest Florida, and is the recipient of many honors, including the Bank of America “Award of Excellence.” KIM CICCARELLI KANTOR Cofounder, President, and CEO Ciccarelli Advisory Services, Inc.

Inspired by her father, Frank Ciccarelli, a financial planning pioneer, Kim Ciccarelli Kantor developed hands-on experience keeping corporate books at age 11. She cofounded the company with her brother, Raymond, with offices in Naples and Rochester, New York, serving fourth-generation client family members. A certified financial planner and chartered advisor in philanthropy, Kantor develops strategic direction for the firm and for clients. A Naples resident for 35-plus years, Kantor supports philanthropy and leadership.

NOTABLE ACCOMPLISHMENTS: Co-authored the book Preserving Family Wealth and Peace of Mind, Caring for and Communicating to Your Family through the Legacies You Leave with Loren Dunton; named among Forbes’ “America’s Top Women Advisors” and “Best-in-State Wealth Advisors” in 2018; and served as a lecturer and faculty member of Chautauqua Institution in New York SECRET TO SUCCESS: Believing we can make a difference one family at a time, one person at a time HOBBIES: Family time, travel, writing, learning experiences, and spending time outdoors

CHARITIES: Community Foundation of Collier County, NCH Healthcare System

EDUCATION: McMaster University (BA), Louisiana State University Graduate School of Banking WHY I CHOOSE THIS FIELD: From childhood, I always loved working with money and helping people. Banking is a great combination of those two things. BEST ADVICE: A quote from John Wooden: “The most powerful leadership tool you have is your own personal example.” HIDDEN TALENT: Free diving to catch Florida lobsters THOMAS M. MORAN Founder, CEO, and Senior Portfolio Manager Moran Wealth Management

When Tom Moran started investing the money that he was saving for graduate school, he knew investing would be his career. With more than 35 years’ experience in the financial services industry, Moran has been ranked by Forbes as the No. 1 advisor in Florida and among the Top 100 nationally by Barron’s for the past 10 years. Moran and his wife, Sandi, have chaired the Naples Winter Wine Festival and have been recognized for their lifetime of philanthropy.

EDUCATION: University of Colorado FAVORITE TRAVEL DESTINATION: New York City, specifically Broadway FAVORITE COLLIER COUNTY RESTAURANT: Amore’s Restaurant CHARITIES: Gulfshore Playhouse, Youth Haven, Conservancy of Southwest Florida, Opera Naples, Special Olympics, Naples Children & Education Foundation BUCKET LIST: Celebrating my 50th wedding anniversary in 18 years and making sure that my kids are as happy and as in love with life as I am

CHARLES G. MUELLER President, West Florida Region Northern Trust Wealth Management

Charles G. Mueller leads Northern Trust’s delivery of holistic advice and client services through investment, fiduciary, banking, and wealth-planning professionals. Mueller has more than 30 years of experience serving business-owning families, corporate executives, professionals, nonprofits, and others in a variety of wealth management and commercial banking roles. Most recently, he led the Advisory Services Practice at Northern Trust. Mueller is actively involved on the boards of local nonprofits and in his home state of Illinois. GARRETT RICHTER President and CEO First Florida Integrity Bank Garret Richter spent his career in finance before founding First Florida Integrity Bank in 2009. Previously, he was president of First National Bank of Florida and founding director of First National Bank of Naples. He served as a Florida state Richter is a highly decorated Vietnam combat veteran. Recent honors include Boy Scout “Citizen of the Year” and Florida Bankers Association’s “Banker of the Year.”

EDUCATION: University of Illinois at Urbana-Champaign HOMETOWN: Oak Brook, Illinois FUNNIEST WORK EXPERIENCE: I reported to work my very first day as described in my offer letter, only to find that the bank closed due to a bank holiday. FAVORITE COLLIER COUNTY PLACES TO VISIT: Conservancy of Southwest Florida, Naples Zoo ADVICE TO 18-YEAR-OLD SELF: Focus on getting enough sleep, exercise, and a good diet so that you can perform at your highest level at work and in your personal pursuits. BUCKET LIST: Visiting as many national parks as I can TIMOTHY J. REITER Senior Vice President, Commercial Middle Market Team Leader Fifth Third Bank

After 24 years in the private industry, Timothy J. Reiter moved to Naples in 2011 to join the commercial team at Fifth Third Bank. Prior to that, he held executive positions with privately held companies in Chicago. During that time, he guided turnarounds for struggling companies, implementing fiscal discipline and strategies to increase revenue. Reiter is active with the Greater Naples Chamber of Commerce and Leadership Collier Foundation, and St. Matthew’s House.

EDUCATION: Cedarville University TOUGHEST CHALLENGE/LESSON LEARNED: Almost losing my wife and youngest son in 1995 and being diagnosed with cancer in 2016. Never take life for granted. HOBBIES: Family time, biking, cooking, golf ADVICE TO 18-YEAR-OLD SELF: Operate with the highest level of integrity. Always tell the truth; never compromise that for anyone or anything. Finish strong in everything you do, giving 110 percent or more. FAVORITE COLLIER COUNTY PLACE TO VISIT: Barefoot Beach

senator for two terms, including as president pro tempore, and as a state representative. BUCKET LIST: Go back to Hawaii in early 2021 for our 35th wedding anniversary

EDUCATION: University of Pittsburgh (BA), University of Madison-Wisconsin Graduate School of Banking HOMETOWN: Pittsburgh, Pennsylvania FIRST JOB: Janitor at Mellon Bank HOBBIES: Golf and Heineken BEST ADVICE: My dad told me, “Don’t dress for the job you have, dress for the job you want.” SECRET TO SUCCESS: The Golden Rule ADVICE TO 18-YEAR-OLD SELF: Your reputation is your shadow; make sure you are proud to take it with you. ADRIA STARKEY Collier County President FineMark National Bank & Trust

Adria Starkey got her first taste of business working in her family’s donut shops. Growing up with an entrepreneurial father informed and inspired Starkey’s success as an executive at major banking institutions during the past three decades. Her current role as president of FineMark for Collier County has allowed her to create the type of bank she always dreamed of being a part of. Her community involvement has been extensive and is an important part of her life. She was honored with the Life Award from Edison State College as well as the Junior Achievement Hall of Fame Laureate.

EDUCATION: University of Florida BEST ADVICE: My dad taught me so many amazing things. It allows me to have an entrepreneurial approach at my job. I still use these skills every day. HIDDEN TALENT: I know how to make some mean doughnuts, even though I don’t eat them anymore. FAVORITE TRAVEL DESTINATION: Québec, Canada FAVORITE COLLIER COUNTY PLACES TO VISIT: Naples Botanical Garden, Food & Thought