Advisors at this firm
Michael C
CFA®, Series 63
Naples, FL
Aviance Capital Partners LLC
Michael Chapman is a CFA® charterholder with seven years of industry experience. He has been with Aviance Capital Partners LLC since 2018 and also serves as Managing Director of Kinderburk, LLC, a property management and business administration firm. Aviance Capital Partners serves high net worth individuals, trusts, estates, pension and profit-sharing plans, and other business entities with discretionary and non-discretionary investment advisory services, financial planning, and consulting. The firm manages portfolios using multiple strategies tailored to client objectives and employs a range of investment vehicles including equities, bonds, mutual funds, ETFs, and structured products.
Paula J
Series 63, Series 66
Naples, FL
Aviance Capital Partners LLC
Paula Jewell is a financial advisor at Aviance Capital Partners LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Capital Wealth Planning, LLC and Morgan Stanley in various capacities. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services along with stand-alone financial planning and consulting. The firm constructs portfolios using multiple named strategies and tailors allocations based on internal research and client-specific objectives.
Francisco A
CFP®, CFA®, Series 63, Series 66
Winter Park, FL
Aviance Capital Partners LLC
Francisco Aguilera is a CFP® and CFA® with 13 years of industry experience. He is currently with Aviance Capital Partners LLC and previously worked at Fidelity Investments from 2015 to 2024. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities, offering discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm manages portfolios using multiple strategies tailored to client objectives and employs a variety of investment vehicles including equities, bonds, mutual funds, ETFs, and structured products.
Alexander C
Series 66
Naples, FL
Aviance Capital Partners LLC
Alexander Crevi is a financial advisor with Aviance Capital Partners LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Corient, Segall Bryant & Hamill, and Rothschild Investment Corp. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm constructs portfolios using multiple named strategies and internal research tailored to client objectives, investing across equities, bonds, mutual funds, ETFs, and structured products.
John C
Series 63, Series 66
Naples, FL
Aviance Capital Partners LLC
John Campbell is a financial advisor at Aviance Capital Partners LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Breiter Capital Management, Platinum Wealth Partners, and Capitalrock Investments. Campbell has been with Aviance since 2017. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services as well as standalone financial planning and consulting. The firm employs multiple portfolio strategies tailored to client objectives and incorporates internal research and periodic reviews in its investment approach.
Jack B
CFA®, Series 63
Naples, FL
Aviance Capital Partners LLC
Jack Brown is a CFA® charterholder with 20 years of industry experience. He has been with Aviance Capital Partners LLC since 2011. Brown serves as an adjunct economics professor at Florida Gulf Coast University, a role he will begin in early 2025. Aviance Capital Partners provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm employs multiple investment strategies and uses internal research and client-specific objectives to tailor portfolios across various asset types.