A Confluence Financial Partners Event
Conversations, Clarity and Cocktails
Cocktails, dinner, and honest conversation about the financial questions Naples families are asking right now.
Thursday, June 18th | 6:00 PM
J Alexanders, Naples, FL
8860 Tamiami Trail N, Naples, FL 34108
Hosted by: Confluence Financial Partners
Reserve your Spot
Who This Is For
This evening is for individuals seeking clarity and interested in learning about more thoughtful approaches to their finances.
This event is intended for families or individuals interested in engaging in conversations about their financial future while enjoying drinks and food in a relaxed setting.
Whether you’re thinking about planning considerations for your future, aligning family through regular, structured meetings, protecting wealth with a clear estate strategy, or giving with intention to reflect your values and long-term impact — this gathering offers insights from an experienced wealth manager for individuals interested in learning more about financial decision‑making.
This is for Individuals Who:
Are planning ahead and making thoughtful decisions about their financial future
Are navigating estate planning and wealth transfer decisions
Are exploring meaningful giving strategies
Want to hear a fiduciary perspective without any obligation.
Meet Brandon Beck, Wealth Manager
Meet Your Host
Brandon Beck
Wealth Manager
Brandon Beck, Wealth Manager
Originally from Bossier City, Louisiana, Brandon began his career in financial services in 2005, starting in life insurance before transitioning into personal banking with National Bank. After earning his Series 7 and 66 licenses, he went on to serve as a financial advisor with both national and regional institutions from 2009 to 2013.
In 2015, Brandon joined a financial planning firm, where he has led countless retirement seminars and educational workshops. His work focuses on guiding pre-retirees and retirees through income planning, tax-efficient strategies, and long-term investment decisions.
What truly drives Brandon is helping clients gain clarity and confidence. He has a natural ability to simplify complex financial concepts and turn them into practical steps that support clients’ long-term goals.
Outside the office, Brandon treasures time with his family and enjoys being outdoors—especially when he can spend the day fishing.
What Our Clients Say
Mar 17, 2026
“I’m very happy with my Wealth Manager. He is always responsive, helpful and available to answer questions or discuss concerns.”
Feb 13, 2026
“Best ever. This firm is trustworthy and very helpful. Been a client for 30 years!”
Feb 6, 2026
“They took the time to get to know me and understand what my financial needs are.”
Rated 5.0 out of 5 | 212 verified client ratings on Amplify Reviews
The following reviews are based on experiences from Confluence Financial Partners’ clients. Feedback was collected by Amplify Reviews, and no compensation was provided to clients. The ratings and comments reflect each client’s own views and opinions, and there are no known conflicts of interest. Each client’s experience may not be representative of other clients’ experiences. Any client’s experiences are no guarantee of future performance. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria.
Event Details
Date
Thursday June 18th, 2026
Schedule
6:00 PM Welcome and Cocktails
6:30 PM Program
Dinner to follow
Venue
J Alexanders, Naples, FL
8860 Tamiami Trail N, Naples, FL 34108
Cost
Complimentary — cocktails and dinner included
Parking
Complimentary on-site
What to Bring
Your questions. That’s it.
What You’ll Learn
Conversations That Matter Right Now
This isn’t a product pitch. It’s an evening focused on common questions many have about their financial plans.
A Forward-Looking Perspective
What might families consider over the next 5, 10, or 20 years?
Family Meetings and Estate Planning
When was the last time your family sat down to talk about the plan?
Charitable Giving That Fits Your Plan
You want to give and you want it to count.
The Global Economy and Your Portfolio
Interest rates, market trends, and what it means for your wealth.
Reserve your spot
Join us for an informative evening
Relevant topics. One evening focused on the questions that matter most to Naples families right now.