Naples, Florida

Finance Professional.

Husband. Father.

Thoughts on family, financial literacy, community, leadership, and building a meaningful life.

Hi, I’m Bobby. I’m a finance professional based in Naples, Florida, passionate about family, personal growth, financial education, and community involvement. This website is where I share lessons from my professional journey, experiences as a husband and father, thoughts on leadership and civic responsibility, and ideas that can help others build stronger lives and communities.

bobby garon

About Bobby Garon

Finance, Family & Community

Bobby Garon is a finance and insurance professional in Naples, Florida. With a background spanning banking, insurance advisory, and securities licensing, Bobby Garon brings a client-focused approach to helping individuals and businesses navigate financial planning, banking services, and risk management solutions.

At JPMorgan Chase & Co., Bobby Garon worked closely with clients to build and strengthen financial relationships, providing guidance across banking products and services while emphasizing long-term trust and personalized support. Prior to this role, Bobby Garon worked with Morgan Stanley as a Production Team Member supporting financial advisory operations in Chicago and previously served as a Licensed Commercial and Personal Lines Insurance Advisor at Brown & Brown Insurance, where he specialized in servicing commercial insurance clients and managing lead development within the Select Commercial Department.

Bobby Garon holds multiple industry licenses and certifications, including the FINRA Series 6, Series 63, and Securities Industry Essentials (SIE) licenses, as well as Florida Life and Annuity and Property & Casualty insurance licenses. He is also a commissioned Notary Public through the National Notary Association.

A graduate of Florida Gulf Coast University, Bobby Garon earned his Bachelor’s degree in Finance in 2021. Just before this, he participated in entrepreneurship and policy initiatives, including placing third in a Columbia University entrepreneurship program and participating in congressional discussions on tax reform.

Outside of his professional work, Bobby Garon enjoys spending time with his wife and young son.

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From the Blog

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Naples Finance Professional Bobby Garon Warns That America’s Wealth Boom Is Leaving a New Generation of Newly Wealthy Americans Underinsured

Bobby Garon, a Naples, Florida-based finance and insurance professional, is raising concerns about a pattern he’s noticed accelerating among clients whose net worth has grown quickly in recent years. According

bobby garon

Bobby Garon, Naples FL: How to Build a Retirement Paycheck You Can Count On

By Bobby Garon A retirement paycheck is something most people never think to plan for, even though they’ve been paid on a predictable schedule their entire working life. I talk

bobby garon patience in business

Bobby Garon, Naples FL: What Fatherhood Has Taught Me About Patience in Business

By Bobby Garon Patience in business gets talked about like it’s mostly about staying calm under pressure. Since becoming a father, I’ve realized that’s only part of it. The harder

bobby garon naples

Naples Financial Professional Bobby Garon Breaks Down What the Fed’s Rate Hike Means for Your Money

On Wednesday, September 16, the Federal Reserve raised its benchmark interest rate by 25 basis points, bringing the target range to 3.75% to 4%. The Federal Open Market Committee approved

bobby garon

Bobby Garon, Naples FL: What Golf Taught Me About Managing Risk

By Bobby Garon Managing risk is something I think about constantly in my work as a finance and insurance professional here in Naples, Florida, but some of the clearest lessons

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Bobby Garon, Naples FL: Insurance Basics Everyone Should Understand

By Bobby Garon Insurance basics tend to get avoided until something forces the conversation, a new house, a new baby, a scare that makes someone realize they never actually read