Matthew Johnson of Moors & Cabot Becomes President of Naples Estate Planning Council
In a significant development for the Naples community, Matthew Johnson, the Vice President of Advisory Services at Moors & Cabot Investments, has been elected as the new President of the Estate Planning Council of Naples, Florida. This announcement not only highlights Johnson's professional achievements and dedication to the field of financial planning but also reinforces the commitment of Moors & Cabot to community service and financial education.
Founded in 1972, the Estate Planning Council of Naples (EPC) serves as a hub for professional collaboration among a diverse range of experts, including estate and tax attorneys, certified public accountants, financial planners, and charitable advisors. By bringing together these professionals, the council aims to enhance the awareness of estate planning issues and foster comprehensive solutions for clients, particularly in navigating complex financial landscapes.
Matthew Johnson, who has been a member of EPC for seven years, has dedicated the last four years to its leadership team. His proactive approach has focused on increasing the council's visibility and expanding its outreach to professionals in related fields. Johnson's appointment as president marks a pivotal moment, promising to further strengthen the council’s mission of providing quality estate planning services.
Alongside his business partner, Brian Cotroneo, Johnson established the Johnson Cotroneo Group within Moors & Cabot in 2023. The group caters to various client needs, ranging from special needs families to retirees, military veterans, and small business owners. Johnson’s extensive experience and commitment to client service exemplify the values of Moors & Cabot, a firm rooted in personal financial advice and strategic wealth management.
Jamie Frazier, the Chief Growth Officer of Moors & Cabot, expressed pride in Johnson’s achievement, noting that his leadership and community engagement embody the firm’s mission to aid individuals in achieving their financial goals. Frazier’s acknowledgment underscores the high regard in which Johnson is held not only within the firm but also in the broader Naples community.
The commitment of Johnson and the Johnson Cotroneo Group stretches beyond mere financial advisement; it reflects a deeper responsibility towards fostering a supportive environment where clients can navigate their financial futures with confidence. This aspect of personal investment in community well-being is what makes their approach unique and vital, especially in a landscape often characterized by complexity and uncertainty.
As Johnson steps into his new role, he is expected to drive forward innovative strategies that will benefit not just members of the EPC but also the community at large. His leadership will likely encourage greater collaboration among financial professionals, improving communication channels and enhancing the services offered.
Moreover, the support for Moors & Cabot’s initiatives aligns with their mission of being a world-class organization dedicated to impactful financial guidance. The firm’s focus on long-term relationships and tailored financial strategies serves to solidify its position as a trusted advisor in the industry.
In conclusion, Matthew Johnson's election as President of the EPC of Naples marks a promising future for estate planning in the region. His leadership will undoubtedly bring fresh perspectives and renewed energy to the council. As the estate planning landscape continues to evolve, the community can look forward to improved services and increased awareness, driven by Johnson's commitment to excellence in the field. For more information about Moors & Cabot and its offerings, interested parties can visit their official website at moorscabot.com.
Founded in 1972, the Estate Planning Council of Naples (EPC) serves as a hub for professional collaboration among a diverse range of experts, including estate and tax attorneys, certified public accountants, financial planners, and charitable advisors. By bringing together these professionals, the council aims to enhance the awareness of estate planning issues and foster comprehensive solutions for clients, particularly in navigating complex financial landscapes.
Matthew Johnson, who has been a member of EPC for seven years, has dedicated the last four years to its leadership team. His proactive approach has focused on increasing the council's visibility and expanding its outreach to professionals in related fields. Johnson's appointment as president marks a pivotal moment, promising to further strengthen the council’s mission of providing quality estate planning services.
Alongside his business partner, Brian Cotroneo, Johnson established the Johnson Cotroneo Group within Moors & Cabot in 2023. The group caters to various client needs, ranging from special needs families to retirees, military veterans, and small business owners. Johnson’s extensive experience and commitment to client service exemplify the values of Moors & Cabot, a firm rooted in personal financial advice and strategic wealth management.
Jamie Frazier, the Chief Growth Officer of Moors & Cabot, expressed pride in Johnson’s achievement, noting that his leadership and community engagement embody the firm’s mission to aid individuals in achieving their financial goals. Frazier’s acknowledgment underscores the high regard in which Johnson is held not only within the firm but also in the broader Naples community.
The commitment of Johnson and the Johnson Cotroneo Group stretches beyond mere financial advisement; it reflects a deeper responsibility towards fostering a supportive environment where clients can navigate their financial futures with confidence. This aspect of personal investment in community well-being is what makes their approach unique and vital, especially in a landscape often characterized by complexity and uncertainty.
As Johnson steps into his new role, he is expected to drive forward innovative strategies that will benefit not just members of the EPC but also the community at large. His leadership will likely encourage greater collaboration among financial professionals, improving communication channels and enhancing the services offered.
Moreover, the support for Moors & Cabot’s initiatives aligns with their mission of being a world-class organization dedicated to impactful financial guidance. The firm’s focus on long-term relationships and tailored financial strategies serves to solidify its position as a trusted advisor in the industry.
In conclusion, Matthew Johnson's election as President of the EPC of Naples marks a promising future for estate planning in the region. His leadership will undoubtedly bring fresh perspectives and renewed energy to the council. As the estate planning landscape continues to evolve, the community can look forward to improved services and increased awareness, driven by Johnson's commitment to excellence in the field. For more information about Moors & Cabot and its offerings, interested parties can visit their official website at moorscabot.com.
Topics Financial Services & Investing）
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