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homeadvisor
angies
8880 Tamiami Trail N, Naples, FL 34108
239-631-7884
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Wealth Management System
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David T. Morgan, CFP®
Howard J. Jordan, CFP®
Kelso K. Huffman
Carl Santos-Ocampo, CFP®
David C. Morgan
Katherine Lauer
Fiona Sweeney
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Financial Planning
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Outright Gifts
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David T. Morgan, CFP®
Howard J. Jordan, CFP®
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Carl Santos-Ocampo, CFP®
David C. Morgan
Katherine Lauer
Fiona Sweeney
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