BNI Southwest Florida - Referrals, Networking, Business, Sales, Selling

BNI SWFL serves Charlotte, Collier, De Soto, Glades, Hardee, Hendry, Highlands, Monroe, Lee, Manatee, Polk and Sarasota Counties.
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(941) 755-6258 or click here to send an email.

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BNI SW Florida has been named a VETERAN FRIENDLY business by Green Zone Hero


BNI Southwest Florida
7282 55th Avenue East
Suite 220
Bradenton, FL 34203
Ph: (941) 755-6258

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Paul Lioon

Chapter: BNI Harbor Professionals

Financial, Wealth Management

My BusinessIndependent Trustee acting as a Fiduciary providing Trust and Estate Administration and customized Personal Financial Services. 30 years of personal trust administration experience. Certified Trust and Financial Management - CTFA

Ideal ReferralRetired individual or couple who have no local family and need/will need a trusted professional for their personal financial and estate needs

Top ProductPersonal Financial Services, Estate and Trust Administration

Top Problem SolvedSettling a difficult estate where no family members wanted to mange.

My Favorite BNI StoryCombination referrals where several BNI members join together to help a client

My Ideal Referral PartnerAn investment professional as I do not invest for my clients, I count on professional network for delivery of needed services