Linda Flewelling

Linda Flewelling

Managing Director

Northern Trust
Yes 4001 Tamiami Trail North
Naples, FL 34104

 

Call: 239-262-8800

EXPERIENCE

Linda is the Managing Director of the Wealth Advisory team for the West Florida Region of Northern Trust Wealth Management.  The team is comprised of seasoned investment, fiduciary, and private banking professionals broadly serving the wealth management needs for high net worth families, individuals, entrepreneurs, and charitable organizations.

EDUCATION

Linda holds a MBA and BBA, magna cum laude, in Finance from the University of Miami. She is also a graduate of the American Bankers Association National Trust School at Northwestern University.

EXPERTISE

Linda joined Northern Trust in 1986 as a portfolio manager assigned to personal and charitable trusts, investment management and employee benefit accounts, working primarily with multi-generational families and individuals on asset management and wealth transfer opportunities. Linda has over 30 years of experience in asset allocation, manager selection, and security selection for a broad range of clients and investors, and is a previous member of Northern’s Stock Selection Committee.

COMMUNITY INVOLVEMENT

Linda currently serves on the Board of Trustees for Artis-Naples, where she also serves on the Finance, Audit, Programming, and Education Committees. She is a member of the Forum Club of Southwest Florida, the Investment Management Consultants Association, the CFA Institute and the CFA Society of Naples.

Linda is past Chair of the Community Foundation of Collier County, former Board Member and Chair of the Investment Committee for Naples Community Hospital, former Commissioner of the Naples Airport Authority, former Board Member of the Education Foundation of Collier County and former Advisory Board Member of the Holocaust Museum and Education Center of Southwest Florida.

CREDENTIALS

  • Chartered Financial Analyst (CFA)
  • Certified Investment Management Analyst (CIMA®)
  • Certified Private Wealth Advisor (CPWA)
  • Certified Trust and Financial Advisor.(CTFA)

3 THINGS PEOPLE ASK ME

  • What are the best practices of successful families?
  • What are the most effective approaches to family wealth transfer planning?
  • What returns should I expect in this market?

About Northern Trust

Northern Trust provides asset management, investment advisory, asset servicing and wealth management solutions to the world's wealthiest individuals, families and institutions. Enabled by sophisticated technology and exceptional service, Northern Trust is a global banking and financial services leader.

For more than 125 years, communities around the globe have turned to Northern Trust for effective guidance and solutions across a broad spectrum of complex issues. With meaningful insights, outstanding service and depth of experience Northern Trust can help you achieve greater.

ShowExpert=ShowSales=Yes

Wealth Planning Insights