FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

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 and a more effective client experience.

Our team is committed to continually improving ourselves as professionals. We strive to uphold the highest standards of client care, while continually finding ways to improve our procedures and work flow.

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.

Read more

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...

Read more

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. 

Read more

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

Read more