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.
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
Mary Flynn joined PWA in 2018 and currently acts as our Client Relations Manager while assisting Dr. Frank in business operations and marketing. She also processes new business, answers client’s questions, schedules client appointments, helps with client service requests and event planning. Mary is a Florida native, raised in Jacksonville, FL and resides in the Estero area with her husband, Patrick, and three sons, Kyle, Patrick III and Peyton. While she is away from the office you can find her cheering on her children in a seasonal sport or enjoying an outdoor activity with her family.
Special Events Coordinator