Team Member

Yerania Barrios

Operations & Client Services Associate

Yerania Barrios has been with the Naples Wealth Planning team as our Operations & Client Service Associate since August 2017. She graduated with High Honors and certificates in E-Commerce Marketing and Entrepreneurship from Lorenzo Walker Technical High School. She is currently a full-time student at Florida Gulf Coast University, majoring in Finance.  Yerania provides support to the entire Naples Wealth Planning team, customer service, and performs much of the administrative tasks.

Services Offered


  • Medicare Supps
  • Life Insurance
  • Disability
  • Long Term Care


  • Brokerage and Trading
  • Managed Accounts


  • Roth IRA
  • Traditional IRA
  • Rollover IRA

College Planning

  • College Planning 529
  • College Savings Plan
  • Educational Savings Account

Small Business

  • 401(K)
  • Sep IRA
  • Simple IRA
  • Defined Benefit Plan
  • Business Investor Account
  • Buy/Sell Agreements


  • Private Placement Variable
  • Fixed Index
  • Single Premium
  • Deferred Income
  • Fixed Deferred


  • ETFs
  • Options
  • Mutual funds
  • Bonds, CDs & Fixed Income
  • International Stocks
  • Annuities
  • Insurance
  • Money Market Funds
  • Margin Loans
  • Cash Solutions

Trust and Estate

  • Trust Account
  • Estate Account