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Capital Guardian Wealth Management opens office in Naples, Florida


Capital Guardian Wealth Management has opened a branch office in Naples, Florida.

Managing director Bob Hodges brings 20 years of experience to Capital Guardian with extensive knowledge of wealth and estate management.

Hodges says: "Capital Guardian represents all the ideals and values that provide stability and confidence for my clients and for prospective financial advisors, which is a principle that many companies have lost, especially during these recent complex times."

Hodges says the reason he chose Capital Guardian was its relationship with Pershing, part of The Bank of New York Mellon.

"Capital Guardian has established itself as a client-focused firm by providing financial planners with the necessary support, technology and tools to maintain and develop a sound relationship with our clients," says Hodges. 

"Capital Guardian is very excited to announce the opening of our Naples branch in the Mercato Center. Bob Hodges has had past success growing an office for a boutique firm and we feel confident we will be able to attract experienced financial advisors who have become disenfranchised with the large, bureaucratic investment firms," says Tony Montanari, director of business development.

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