WILLOW STREET ADVISORS, LLC
CORPORATE PARTNER
Annual Report Sponsor
The private wealth management services provided by Willow Street Advisors allow
clients to safely put their resources to work to help them achieve their most important
goals and philanthropic objectives.
W
illow Street Advisors, LLC was founded by Chris
Bray, Rich Stevens and Dave Kearns—former senior
executives of a top ten U.S. bank and trust company. With
over 50 years of combined professional wealth management experience, the founders started the firm in response
to client demand. The firm was formed to provide exceptional and unbiased comprehensive wealth management
services including investment management, trust administration and tax consulting. Clients of Willow Street
Advisors know that they can depend on a dedicated team
of experienced investment, tax, estate and financial planning professionals who provide comprehensive, objective
and substantive wealth management counsel. The result
is an integrated and well-coordinated strategy spanning
multiple generations. The private wealth management
services provided by Willow Street Advisors allow clients
to safely put their resources to work to help them achieve
their most important goals and philanthropic objectives.
Accordingly, the firm approaches client relationships, built
on trust and integrity, as long-term investments that last
an entire lifetime. As a registered investment advisory
firm, Willow Street Advisors provides all client services
in accordance with the highest standards of fiduciary care
under the oversight of the U.S. Securities and Exchange
Commission.
We proudly support: The Community Foundation of
Collier County; The Naples Zoo; The Naples Art Association at The von Liebig Art Center; The Conservancy of
Southwest Florida; Helps Outreach Ministry; Ave Maria
School of Law; New Horizons of Southwest Florida; The
Naples Players at Sugden Theater; Grace Place for Children and Families; Pregnancy Resource Center of SWFL;
American Cancer Society Relay for Life; The YMCA of
the Palms; and Big Life Ministries.
9132 Strada Place, 2nd Floor, Naples, FL 34108 | 239.596.9080
198 W. Portage Trail, Suite 105, Akron, OH 44223 | 330.923.3038
14235 U.S. Highway 1, Juno Beach, FL 33408 | 561.762.8668
willowstreetadvisors.com
Community Foundation of Collier County | cfcollier.org
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