Pelican Wealth Advisors would not be what it is without our team. Most of you know a little about them, but we wanted to share with you a little history on each of them, how they’re here to help you and some fun and interesting tidbits about them.
Nevin Woulas joined PWA in November 2015. He is an Investment Advisor Representative holding his Series 65 securities license and also functions as a research associate. In addition, Nevin holds a license in Life, Health and Annuities. Nevin assists Dr. Frank with developing financial plans for our clients and managing their investments. When not busy working Nevin spends most of his time with his son Braeden. He grew up here in SWFL when his family moved from Massachusetts to Naples in 1984. He attended school at the University of Florida and earned his BA from Florida Gulf Coast University. He is also a veteran having served in the U.S. Army Reserve from 2002-2010.
Client Relations Manager
She also processes new business, answers client’s questions, schedules client appointments, helps with service requests, event planning and enjoys delivering new policies to our clients. Michele also holds her license in Life, Health & Annuities and is studying for her securities license. When she’s not busy at work, you can rest assured that Michele is at home floating in her pool enjoying her three children, daughter, Mariel, and sons Matthew and Michael, along with her dog, Kita.
Special Events Coordinator