Justin J. McLaughlin
Managing Director - Investments
For over 32 years, Justin has assisted generations of families manage the complexities of wealth. He gets great satisfaction building long-term relationships with his clients and their families as he helps them navigate the challenges life presents. Since 1989, he’s been a Wells Fargo Advisors Premier Advisor - a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Justin has enhanced the communities he touches by being involved on boards of many organizations. He is currently a member of Quest for Collier County. In his free time, Justin enjoys golfing, hiking and cycling. He and his wife Karen are very proud of their two daughters Kelsey and Colleen. Kelsey, a graduate of the University of Georgia, works in Atlanta, GA. Colleen is a junior at Florida State University and is excited to be a proud Seminole.
James C. Snyder, CFP
Jim believes the foundation of multi-generational wealth management for families is demonstrated by dedication to the following principles - exceptional service delivery, the continual pursuit of knowledge, and intentionality and concern for the financial and emotional wellbeing of our clients. Jim is a Certified Financial Planner ™ professional. The CFP certification is a designation given by completing approved educational programs, passing rigorous examinations and meeting stringent experience requirements.
Jim originally joined our team in 2013 after working in the information technology field as a systems engineer. He recently took a hiatus from the financial services industry to lead his previous IT consulting firm through a period of transition, rejoining our team in the summer of 2019.
A native Neapolitan, Jim has a great love for Florida and its diverse ecosystem. He’s an avid fly-fisherman and cyclist. When he’s not spending time with his wife Anna and daughter Windley, he can often be found exploring the back country or pedaling local roads. He enjoys building wooden boats and has completed a kayak and skiff. He and his family attend Center Point Community Church and have a goal of visiting all of the 161 state parks in Florida.
Ashley K. Kelly
Ashley strives to provide intentional service to each client she interacts with, which she strongly believes is the cornerstone of every successful relationship. The foundation for her customer-first practice is
based on her desire to make each client feel welcomed, understood and individually cared for throughout their investment planning process. Ashley joined Wells Fargo Advisors in 2016, and she holds her series 7 and 66 registrations and Florida insurance licenses. She has a background in communications and event planning, which helped shape her love of investment planning. She believes a key attribute to each successful investment plan combines proper communication and planning for both short-term and long-term events.
Ashley’s love for Florida is evident in her frequent road trips on back-country routes or along coastal shores. She and her husband Jonathan enjoy spending time outside adventuring in nature parks, fishing and hunting. Ashley comes from a large family, being the middle of six children. She became “Aunt Ashley” in 2015, which is one of her favorite titles. She adores time with her nieces and nephews and loves being in the same city as three of her five siblings.