Northern Trust Wealth Management has appointed Linda Flewelling as Market Executive of Southwest Florida. She is responsible for the leadership and overall growth of the firm’s offices in Naples, Bonita Springs and Fort Myers.
"Linda is a demonstrated business and community leader who is deeply committed to building strong relationships in Southwest Florida," said Charlie Mueller, Northern Trust’s President of the West Florida Region. "Her client focus, industry knowledge, and business acumen positions us well to continue to drive our business forward."
Flewelling assumes the role with 33 years of experience at Northern Trust. She most recently served as managing director of the wealth advisory team for the West Florida region, where she oversaw a team of investment, fiduciary and private banking professionals broadly serving the wealth management needs for high net worth families, individuals, entrepreneurs and charitable organizations. She joined the firm in 1986 as a portfolio manager, working primarily with multi-generational families and individuals on asset management and wealth transfer opportunities.
Flewelling is deeply involved in the community where she has resided for decades. She currently serves on the Board of Trustees for Artis-Naples, where she also serves on the Finance, Audit, Programming, and Education Committees. She is a member of the Forum Club of Southwest Florida, the Investment Management Consultants Association, the CFA Institute and the CFA Society of Naples. She is past Chair of the Community Foundation of Collier County, a former Trustee of Naples Community Hospital and former Chair of its Investment Committee, and a past Commissioner of the Naples Airport Authority.
She received her both bachelor's degree in business administration and her master’s degree in finance from the University of Miami. She is also a graduate of the American Bankers Association National Trust School at Northwestern University, and holds the professional designations of CFA, CPWA and CIMA.
Northern Trust Wealth Management offers holistic wealth management services for affluent individuals and families, family offices, foundations and endowments, and privately held businesses. It is recognized for its innovative technology, service excellence and depth of expertise and ranks among the top 10 U.S. wealth managers, with $300.5 billion in assets under management as of September 30, 2019. The Northern Trust Company is an Equal Housing Lender. Member FDIC.
About Northern Trust
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 20 U.S. states and Washington, D.C., and across 23 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of September 30, 2019, Northern Trust had assets under custody/administration of US $11.6 trillion, and assets under management of US $1.2 trillion. For 130 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Visit northerntrust.com or follow us on Twitter @NorthernTrust.
Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Global legal and regulatory information can be found at https://www.northerntrust.com/terms-and-conditions.