Company News

Our Founder Shelley Perry was honored to speak at the STEP Canada Cross Boarder Conference this week in Chicago. Check out the links below to learn more about the Cross Border Conference and Shelley’s work with STEP. https://www.linkedin.com/feed/update/urn:li:activity:7262486953034485760/ https://web.cvent.com/event/f9837a29-18bb-4e46-a911-2f5b3a15f2d5/websitePage:27bd12f4-4e93-41d4-9523-3a10739d6f70?RefId=STEP.CA

We were proud to be a sponsor of yesterday’s Elephant Fest put on by the Alzheimer’s Support Network! It was a beautiful day at Naples Botanical Garden!

Our very own Linda Flores and Ashley DeVries were proud to attend the 2023 FGCU Engagement Day, Institute on Positive Aging today. Thank you to Dr. Thomas P. Felke, MSW for sharing your insights!

Fiduciary Associates welcomes new trust administrator, Lydia Korff   NAPLES, Fla. (Oct. 11, 2023) – Fiduciary Associates, an independent trust and estates administration firm, is pleased to announce Lydia Korff has joined the team as fiduciary services director.    “Lydia is…

    Senior Advocacy Group expands services to Venice and south Sarasota, grows team NAPLES, Fla. (July 7, 2023) – Senior Advocacy Group, a public benefit corporation dedicated to advocating for older adults’ well-being, has expanded its operations with the…

Fiduciary Associates was pleased to sponsor the Professional Fiduciary Council of Florida’s 4th Annual Conference in Clearwater, FL last week. Our very own Shelley Perry presented on “Offering Fiduciary Services With or Without a Law Practice”    

Happy Holiday’s from the Senior Advocacy Group x Fiduciary Associates team! Picture with Cheryl Jones, Linda Flores, Attorney Ed Larson, Shelley Perry and Laurie Pivar