Knight Family Wealth

Bradley Stevens is a financial advisor with Knight Family Wealth in Naples, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Before joining Knight Family Wealth in 2020, he worked at Jarred Bunch Consulting, LLC from 2016 to 2020. He is also a licensed insurance agent involved in selling property, casualty, fixed life, and health insurance. Knight Family Wealth provides portfolio management, financial planning, advisory consulting, and family office services to individuals, high-net-worth clients, pension plans, charitable organizations, and business entities. The firm uses a digitized subscription platform for family office and wealth planning and implements client strategies through sub-advisers and third-party managers, offering a range of investable vehicles including ETFs, mutual funds, equities, and private placements.

Henry Basra is a financial advisor at Knight Family Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Pinewood Group LLC, Channel Investments LLC dba Tria Beauty, Sears Hometown Stores, and Transformco / Sears Holdings Corporation. Knight Family Wealth provides discretionary and non-discretionary portfolio management, financial planning, advisory consulting, and family office services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a digitized subscription platform for family office services and frequently employs sub-advisers and third-party money managers to tailor investment strategies to client objectives and risk tolerances.

Ashton Rel is a financial advisor at Knight Family Wealth with nine years of industry experience. He holds a Series 65 designation and previously worked for Thomas Financial Group for ten years before joining Knight Family Wealth in 2020. Outside of his advisory role, he is an independent insurance broker. Knight Family Wealth provides portfolio management, financial planning, advisory consulting, and family office services to individuals, high-net-worth clients, pension plans, charitable organizations, and business entities. The firm offers a digitized subscription platform for family office and wealth planning and frequently uses sub-advisers and third-party money managers to tailor investment strategies to client objectives and risk tolerances.