Team

In May of 2010, Rey Descalso 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. He has been a Registered Representative...

John N. Nanni has more than 20 years of experience at helping individuals and small businesses with their insurance and investment needs.  John’s received his CERTIFIED FINANCIAL PLANNER™ designation in 2014.  His...

Jared Coffin joined Privada Wealth Management in 2017 as a Technical Analyst.  He is a Chartered Market Technician^® and a Certified Financial Technician^®.  In addition, he has attained the Life and Health Insurance and 

Stephen (Steve) Hartman, Sr. joined Privada Wealth Management in 2017 and has been a Registered Representative and Investment Advisor Representative since 1989. He joined J.W. Cole Financial, Inc. in August of 2015. Prior to his...

Katie Noles joined Privada Wealth Management in 2020 and is a Registered Representative with J.W. Cole Financial, Inc.

Kinnan Malatesta joined Privada Wealth Management in 2021 as Marketing Coordinator. Raised in Central Florida, Kinnan is a graduate of the University of Central Florida with a Bachelor’s of Science. After graduation, she worked...