Jack Clark, MBA, CFA, CFP®

Senior Wealth Advisor

Naples, FL
Focus Areas

Stock Options and Equity Compensation
Tax Planning
Investment Strategies

Client Specialty

Business Owners


2023 AdvisorHub’s Advisors to Watch


CFA Society of Naples,past President; Moorings Presbyterian Church, Finance Committee; Youth Sports Coach, Growing Associates in Naples (GAIN) Program; Leadership Collier Foundation

Jack is a Senior Wealth Advisor based out of our Naples, Florida office. He provides financial, investment, and tax planning services to high net worth individuals and their families and implements comprehensive wealth management plans.

Prior to joining The Colony Group, Jack worked as a Wealth Strategy Associate at UBS where he performed financial planning and portfolio management services for private clients. He also was an Investment Specialist and Compliance Advisor in the Raymond James Financial corporate headquarters.

He received his Bachelor degree, cum laude, from the University of Florida and a Master of Business Administration degree from the University of South Florida. In addition, he earned his Chartered Financial Analyst® designation in 2011 and holds the CERTIFIED FINANCIAL PLANNER designation. Outside of his professional responsibilities, Jack enjoys playing golf, saltwater fishing, and running.


AdvisorHub’s criteria: Advisors to Watch (2023) – The Advisors to Watch ranking uses three main criteria in its methodology: scale, growth, and professionalism.

Published Insights

Five Colony Group Advisors Recognized as AdvisorHub’s 2023 Advisors to Watch

The Colony Group’s Jack Clark, MBA, CFA, CFP®, Senior Wealth Advisor, Christopher Johnson, MBA, Senior Wealth Advisor, Matthew Rapoport, CFP®, MST, Senior Wealth Advisor, Erin Sullivan, CFP® Senior Wealth...

How to Advise Clients on Wash Sale Rules

Many investors get tripped up by wash sale rules. Jack Clark shares his advice on the pitfalls of wash sales and what to do to avoid them.

How to Use An IRA Giving Strategy To Increase Tax Benefits

Giving to charities not only helps communities or those in need, but it can be a powerful tax...