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Naples Team

Bart Lewis

Bart Lewis

Managing Partner
Bart.Lewis@intellusadvisors.com
Karen M. Chancy

Karen M. Chancy CFP®, CPWA®

Managing Partner
Karen.Chancy@intellusadvisors.com
Tanner Betts

Tanner Betts CPFA®

Financial Advisor
tanner.betts@intellusadvisors.com
Nathan M. Shaffer

Nathan M. Shaffer WMS®, AAMS®

Financial Advisor
Nathan.Shaffer@intellusadvisors.com
Jim Snyder

Jim Snyder CFP®, CMT®

Financial Advisor
Jim.Snyder@intellusadvisors.com
Ryan Bousquet

Ryan Bousquet

Portfolio Analyst & Client Relationship Manager
Ryan.Bousquet@intellusadvisors.com
Nancy P. Farias

Nancy P. Farias

Chief Operating Officer & Director of Client Relations
Nancy.Farias@intellusadvisors.com
Jason R. Miller

Jason R. Miller

Senior Client Relationship Manager
Jason.Miller@intellusadvisors.com
Sandy Vasquez

Sandy Vasquez

Office & Operations Manager
sandy.vasquez@intellusadvisors.com
Mikayla Way

Mikayla Way

Client Relationship Manager
Mikayla.Way@intellusadvisors.com
Liese Kolb

Liese Kolb

Senior Client Relationship Manager
Liese.Kolb@intellusadvisors.com

If you've ever wished your financial advisor actually knew you - we'd like to have that conversation.

Start a Private Conversation   Who We Serve

Naples

8625 Tamiami Trail N., Suite 301
Naples FL 34108

Phone: (239) 649-3600

Fax: 239-649-3618

Email: intellus@intellusadvisors.com

 

Sarasota

2999 S Tamiami Trail
Sarasota, FL 34239

Phone: 941-404-2800

Fax:  239-649-3618

Email: intellus@intellusadvisors.com

 

Start A Private Conversation

Form CRS | Disclosures: ADV Brochure | Disclosures: Wrap Brochure

IAPD - Investment Adviser Public Disclosure

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Intellus Advisors, LLC (“Intellus”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Intellus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Intellus website  www.Intellusadvisors.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Intellus solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Intellus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Intellus Advisors is not a tax advisor. Please consult your tax professional for tax specific questions.

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