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 interesting tidbits about them.
Dr. Frank Ragonese
Founder, CEO, Investment Advisor Representative
Frank Ragonese, Ph.D., also known as “Dr. Frank”, is the founder of Pelican Wealth Advisors, LLC, which is a “fee-based”, asset management Registered Investment Advisor firm. He has a Ph. D. in engineering and was a college professor in his early career. He has more than 25 years of experience in business and finance, including 10 years as head of Risk Management for one of the largest corporations in the world. “Dr. Frank” founded Pelican WealthAdvisors, LLC in order to apply his extensive risk management expertise to help people manage retirement risks in ways which are not tied to large investment houses. He has a passion for helping others understand the financial industry, and utilizes his love and skills for teaching by providing ongoing educational workshops.
Investment Advisor Representative
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 Variable 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.
Andy Baker, CFP
Investment Advisor Representative
Andy joined PWA in December 2017. He has a Bachelor’s Degree in Finance from the University of Florida, holds FINRA Series 7 & 66 security licenses as well as a CERTIFIED FINANCIAL PLANNER™ designation. He also holds a Florida Life, Health & Variable Annuity license. As a former business owner, he brings a success-oriented team approach to his work. His role at PWA will be to assist business owners, professionals and retirees with comprehensive asset protection, risk & wealth management, estate planning, retirement analysis, tax saving strategies and business planning. He previously served on the Southwest Florida board of directors for the National Association of Insurance and Financial Advisors (NAIFA) where he served as past president. Andy and his significant other, Pam, who is an estate planning attorney, live in Naples with her two boys, Sean and Grant. They currently enjoy an active lifestyle consisting of spending time with family and friends, traveling, boating, and playing golf.
Barbara Estes joined PWA in June 2011 as our Office Manager. She is responsible for processing paperwork for our managed portfolios and coordinates our monthly newsletter mailings, weekly emails, advisor fee billings and manages our client data base. Barbara obtained her Life, Health & Variable annuity license in 1987, and has extensive experience in this field. Barbara enjoys visiting her daughter, Shari and two grandchildren, spending time with her son Jason, and keeping up with her two dogs.
Client Relations Manager
Michele Sanchez, joined PWA in 2010 and currently acts as our Client Relations Manager while assisting Dr. Frank in business operations.
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 & Variable 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