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549 North Wymore Road
Suite 110B
Maitland, FL 32751
(321) 280-9081

LinkedIn

Rey Descalso

(321) 280-9081

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies 
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Rey Descalso

Financial Planner

(321) 280-9081

(866) 543-9726

In May of 2010, Rey left a large wirehouse to create a firm that would help his clients without call centers, proprietary products or the legacy liabilities of large Wall Street firms.

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Heather Rutter joined Privada Wealth Management in 2012 as the Office Manager.  Ms .Rutter has a true love for helping others, thus has a genuine interest in assisting our clients. 

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Barbara joined the Privada Wealth Management team as the Client Care Specialist in 2017 and has been in the investment industry since 1979.

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Jared Coffin

Financial Planner

(321) 280-9081

(866) 543-9726

Jared Coffin joined the firm as an Investment Advisor Representative in 2017. He has a Series 65 securities license through the North American Securities Administrators Association (NASAA) and a 2-15 Health Insurance and Variable...

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