Be global. Feel local.

Incredible financial opportunities come your way. Who can you trust to help you make the right decisions for you, your career and your legacy? How you manage your wealth has far-reaching effects. We have the expertise to help you avoid common missteps, so you can pursue what matters most today, tomorrow and for generations to come.

Full Length Team 2022

Insights

Our Focus

Business transition and succession planning

Business transition and succession planning

Multigenerational families

Multigenerational families

Retirement planning

Retirement planning

Meet Our Team

  • William Clegg

    William Clegg

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NE
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WI

    Bill has been working closely with multiple generations of ultra high net worth families since 1998. His personalized approach to retirement planning, business succession and structuring investment strategies has helped families create meaningful and lasting legacies for generations. Bill’s years of experience in tenuous markets are complimented by the combination of his designations as a Certified Financial Planner® and Certified Investment Management Analyst®.

    Bill graduated from the University of Florida with a bachelor's degree in finance and the Wharton School of Business Investment Consultant Program. Bill developed a passion for a deliberate planning process to ensure clients and their entire family are cared for. He earned his Certified Financial Planner designation in 2006 and Certified Investment Management Analyst credentials in 2011. Additionally he holds his FINRA Series 7, 8, 9, 10, 31, 63, 65 and Florida Life, Health and Variable Contracts licenses. His advanced training, focus on client-centric planning, breadth and depth of experience enable him to deliver exceptional wealth management services to his clients.

    Bill and his wife, Heather, live in Bonita Springs with their son. In his free time, he enjoys spending time with his family, fishing, pickleball and golf. Bill and his family attend church in Bonita and actively support various local charities such as New Horizons of Southwest Florida and Hope Hospice.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Private Wealth Advisor
      • Senior Portfolio Manager
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      Legacy planning
      Exit planning
      Business succession
      Multi-generational families
      Business owners
      Entrepreneurs
      Family Offices
      Philanthropy
      8000 Health Center Blvd.
      Bonita Springs, FL 34135
    • Melissa Color

      Melissa Daugherty

      Wealth Management Associate

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • IL
      • IN
      • KS
      • KY
      • MA
      • ME
      • MI
      • MO
      • NC
      • NJ
      • NV
      • NY
      • OH
      • PA
      • SC
      • TN
      • TX
      • VA
      • VT
      • WI

      Beginning her career in the financial services industry in 2012, Melissa now leads our team in administrative and operational support bringing a wealth of experience, skill, and knowledge to all situations. As a primary point of contact, she uses her expertise to build relationships, anticipate client needs, navigate complex problems and deliver impeccable service. Melissa's extraordinary organizational skills and attention to detail make her the ideal Wealth Management Associate for our team. 

      Melissa graduated from the University of Central Florida with a Bachelor of Science in Business Administration majoring in Finance. She holds her FINRA Series 7, 66 and Florida Life, Health and Variable Contracts licenses. Melissa has been a resident of Southwest Florida most of her life and currently resides in Fort Myers with her husband, Kevin and their two dogs, Zoey and Riley. She enjoys going to the beach, being active, traveling and spending time with family and friends.

            Investing
            Custom portfolios
            Asset allocation
            Banking
            Lending services
            Women investors
            8000 Health Center Blvd.
            Bonita Springs, FL 34135
          • Ethan Fales

            Ethan Fales

            Wealth Strategy Associate

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            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • IA
            • IL
            • IN
            • KS
            • KY
            • MA
            • ME
            • MI
            • MO
            • NC
            • NE
            • NJ
            • NV
            • NY
            • OH
            • PA
            • SC
            • TN
            • TX
            • VA
            • VT
            • WI

            Young, driven, and determined, Ethan Fales is dedicated to providing clients with the utmost personal attention and care in everything he does. Ethan’s role is primarily research driven, focusing on capital markets, market trends, asset allocation, and portfolio implementation. He works closely with Bill in implementing and managing customized investment portfolios to reflect a client's unique needs, time horizons, and priorities, including cash flow needs, wealth transfer, estate and tax planning. Ethan’s commitment to exceptional service and consistent communications are key to building long term, multi-generational relationships.

            Ethan graduated from Florida Gulf Coast University with a Bachelor of Science in Finance, with a concentration in Financial Services. Ethan was an intern with The Clegg Group for two years prior to becoming a Client Service Associate. Ethan holds his FINRA Series 7 and 66 securities licenses. Ethan's optimistic attitude, organizational skills, and exceptional work ethic provide him with the values needed to be successful in the world of personal finance.

            In his free time, you can find Ethan fishing and training in mixed martial arts. He also enjoys traveling and spending time with his family and friends.

                  Financial planning
                  401(k) plan services
                  8000 Health Center Blvd.
                  Bonita Springs, FL 34135
                • Heather color

                  Heather G. Clegg

                  Senior Wealth Strategy Associate

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                  • FL

                  A Senior Wealth Strategy Associate with The Clegg Group, Heather began in the financial industry in 2005 at Fidelity Investments.  After transitioning to UBS in 2011, she has served the team by overseeing the business development strategies, event planning and community involvement. Heather’s focus is to elevate the client experience to enrich every aspect of their lives. She is an integral part in ensuring the partnership we have with our clients encompasses different dimensions of life— investments, business, passion and legacy.

                  Heather is a native of Florida and graduated with a Master’s degree and a Bachelor of Science from Florida State University. She holds her FINRA Series 7 and 66 securities licenses.

                  Away from the office, Heather has deeply rooted ties to the community and has enjoyed serving on many boards and committees including Light the Night for the Leukemia & Lymphoma Society, Hunger & Homeless Coalition of Collier County and Friends of Hope Hospice. She is passionate about being a Mom which she considers the most important job she will ever be blessed with.  Heather enjoys yoga, reading and learning golf but her favorite activity is spending time with her family.   

                        8000 Health Center Blvd.
                        Bonita Springs, FL 34135
                      • Cole

                        Cole Hughes

                        Client Associate

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                        • FL

                        Cole Hughes is a Client Service Associate with The Clegg Group. His role on the team is primarily operational, working closely with the team to respond to client service requests swiftly and accurately. Cole is known for delivering exemplary client service with attention to detail and enthusiasm for exceeding clients' expectations. His dedication to the overall client experience is unparalleled.

                        Cole recently graduated from Youngstown State University in Ohio as an honors student. His focus was in finance with a minor in marketing. Cole was captain of his division one golf team at Youngstown State, learning principles of leadership that he will carry on with him throughout his career. 

                        In his free time, Cole enjoys golfing, spending time with family and friends, trying new foods, enjoying the Florida weather, and traveling.

                              8000 Health Center Blvd
                              Bonita Springs, FL 34135