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.
Stephen (Steve) Hartman, Sr. joined Privada Wealth Management in 2017 and has been a Registered Representative and Investment Advisor Representative since 1989.
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...
Barbara joined the Privada Wealth Management team as the Client Care Specialist in 2017 and has been in the investment industry since 1979.