Shelley R. Perry, JD TEP - The Attorney
Shelley is a Trust & Estates attorney, who has also held senior fiduciary planning and administration positions in a multi-family office and corporate trust department in addition to practicing in a boutique estate planning law firm. She has been involved with financial records management and trust and estate administration matters as both an attorney and administrator, and has assisted individuals and families dealing with the issues surrounding diminished capacity. Shelley’s prior career in the software industry informs her in-depth understanding of today’s cybersecurity challenges which are contributing to the elder financial exploitation crisis.
She contributes her time to a number of professional and community organizations, including the Legal Aid Service of Collier County, the Leadership Coalition on Aging, the Annual Ave Maria Estate Planning Conference, and Greater Naples Leadership.
Linda O. Flores - The Banker
Linda has been in the financial sector for over 25 years. She worked her way up into management from the ground floor by working in mortgage and commercial lending, retail and private banking services. Most recently as Vice President of private banking, she excelled in holistically managing her client’s overall banking needs. She utilized her educational background in teaching, Spanish bilingual skills and paired it with her banking and lending experience to help manage a staff of bankers that serviced clients from all over the world.
Linda has contributed her time and Spanish bilingual skills to the United Way of Collier County, the Legal Aid Services of Collier County, the League of Women Voters, Hispanic Business Professionals, Neighborhood Health Clinic, and Junior Achievement of Southwest Florida.
Shelley and Linda