Naples Archives | Florida Trust Wealth Management

Steven M. Stauss

Posted on April 13, 2026

Steven Stauss works with current and future clients, assessing their wealth management needs across investment management, estate administration and financial planning to align with their lifestyle and long-term goals. Steve joined Florida Trust from a career in personal and commercial insurance, most recently with Gulfshore Insurance / Acrisure in Naples as a client advisor to

Zachary Chichinski, CFA, CIPM

Posted on August 7, 2025

Zac Chichinski is responsible for researching, analyzing and monitoring investment assets for client portfolios, optimizing investment outcomes and tailoring portfolio strategies that align with each client’s financial goals. Prior to joining Florida Trust, Zac served eight years at Mariner, an institutional investment consulting firm in Winter Park, Florida. As an Investment Research Analyst, he oversaw

Peggy S. Lindenberg

Posted on March 25, 2025

Peggy S. Lindenberg joined The Naples Trust Company with more than 25 years of account management and fiduciary trust experience. She serves as a main point of contact with her clients and is responsible for monitoring the execution of trust and investment services on their behalf. She also maintains communication between departments to ensure all

Margaret “Maggie” McMorrow, J.D.

Posted on April 16, 2024

Maggie McMorrow is responsible for developing client relationships in both Collier and Lee Counties by assisting clients in identifying and prioritizing their wealth management needs. Prior to joining Florida Trust Wealth Management, she served at Northern Trust in Bonita Springs for 14 years as senior vice president, senior trust advisor where she proactively assessed client

Mitchell Dario, CFA

Posted on March 9, 2023

Mitch Dario is responsible for researching, analyzing, and monitoring investment assets for client portfolios, and advising clients on investment strategies that align with their financial goals and time horizons. Before relocating to Naples, FL to join the team, Mitch served as a Senior Research Analyst and Team Lead at Bridgewater Associates in Westport, CT. He

Robyn Anderson

Posted on November 10, 2022

Robyn Anderson serves as Manager of Client Services and Trust Operations for the Naples office. She and her team assist clients with an array of services including private wealth trust services, account openings, cash transfers and execute on estate administration and estate settlement issues. Robyn has more than 20 years of experience in the financial

Billie Ann Porter, CFP®, CTFA

Posted on November 4, 2022

Billie Porter leads the Collier County team and oversees the Naples Florida Trust Wealth Management office. She also continues to serve in her role as a senior trust officer, maintaining and monitoring the execution of trust and investment services on behalf of the client. Billie assists with financial planning and estate plan review while partnering