Former NY Stock Exchange CEO's wealth management firm opens first Florida office

Transcend Capital Advisors, which recently opened in Naples, has other offices in New Jersey and Michigan.

By Alex Walsh
| 7:50 a.m. December 9, 2022
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Charlotte–Lee–Collier

A financial advisory believes what it considers a different approach to wealth management, operated by a team of industry veterans with packed resumes, will be enough to compete on busy Naples’ Fifth Avenue South.

The firm, Transcend Capital Advisors, opened an office at 821 Fifth Ave. S., at the end of November. It’s the first Florida location for the Madison, New Jersey-based company, which operates a third office in Michigan.