Paul V. Lioon, CTFA, Independent Trust Services of SW FL

Paul V. Lioon, CTFA, serves as an independent fiduciary, either individually or alongside a family member or corporate fiduciary as Co-Trustee, Personal Representative/Executor, or Attorney-in-Fact.

He actively administers trusts, probate estates, investment accounts, and powers of attorney, providing experienced oversight and personalized fiduciary services. When appropriate, he is also available to serve as a Surrogate under Health Care directives.

His clients include individuals, families, and family offices, with a primary focus on serving clients throughout Southwest Florida.