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.

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

Why Every Family Needs a Financial Plan — Not Just a Budget

There’s a question I get more than almost any other when I’m talking with clients about their money: “Is my budget good enough?” It’s a fair question. Most people have

What Civic Involvement Taught Me About Leading at Work

Showing up for your community and showing up for your team require the same core skill: the willingness to be accountable to something larger than yourself.

The Financial Lessons I’m Already Planning to Teach My Son

Long before he’s old enough to open a bank account, the values we model at home are already shaping how he’ll relate to money, work, and responsibility.

Raising a Son in Naples: What I Want Him to Know About Community

Living in Southwest Florida means being part of something special. I want my son to grow up understanding what it means to invest in the place you call home.