Wine & Wealth

The Above Board Chamber is thrilled to invite you to a Wine and Wealth Seminar titled “Empowering Your Wallet!” Join us for an enriching evening of wine, hors d’oeuvres, and insightful discussions on simple steps to achieve financial freedom.

Discover expert advice and gain valuable insights to set yourself on a path towards a better financial future. Meet Alanna Morey, CFP, APMA, a Private Wealth Advisor, and Joseph De Sena, CFP, MBA, Private Wealth Advisor, both from Siena Wealth Advisory Group, our panel of experts.

MEETING DETAILS:

Thursday, March 21st from 5PM to 7PM

Hilton Naples, 5111 Tamiami Trail N, Naples, FL 34103

Attendance to this event is free, but seating is limited. RSVP below to secure your spot.

Alanna Morey, CFP®, APMA® is a Private Wealth Advisor and Managing Director with Siena Wealth Advisory Group. Alanna educates and empowers her clients to take control of their financial situation so that they can achieve financial freedom and peace of mind. Alanna joined the Siena team in 2011. In 2023 she was named by Forbes as a Best-in-State Women Wealth Advisor and Best-in-State Next-Generation Wealth Advisor. She is also President of the Ameriprise Women’s Empowerment Network. Alanna is an advisory member of the Above Board Chamber of Florida.

Joseph S. DeSena, CFP®, MBA, is a Managing Director and founder of Siena Wealth Advisory Group. Joe began his career as an advisor in November 1994, and has been one of the top 100 Financial Advisors at Ameriprise for twenty-one consecutive years (1999 – 2019). Joe has trained over 600 financial advisors across the country. He has been recognized as a Forbes Best-In-State Advisor for 2020 & 2021. Joe has been quoted as a financial expert in publications such as Newsday, Long Island Business News, Worth Magazine and was featured on the cover of Financial Planning Magazine. Currently, Joe and his Siena colleagues manage $1.3 billion in client assets. Siena has offices in Saddle Brook, New Jersey, Melville, New York, New York City and Naples, Florida. Joe is currently training to do a full-distance IRONMAN – “Anything is Possible!” Joe is an Advisory member of the Above Board Chamber.