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(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.

Rey Descalso

Rey Descalso, AAMS®, AIF®

Financial Planner

(321) 280-9081

(866) 543-9726

[email protected]

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...

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Stephen Hartman

Stephen T. Hartman, Sr.

Financial Planner

(321) 280-9081

(866) 543-9726

[email protected]

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...

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Jared Coffin

Jared Coffin

Financial Planner

(321) 280-9081

(866) 543-9726

[email protected]

Jared Coffin joined Privada Wealth Management in 2017 and is an Investment Advisor Representative with J.W. Cole Advisors, Inc. He has attained the Life and Health Insurance and Variable Annuities license through the State of Florida...

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Barbara M. Wilkens, AWMA®, AIF®

Barbara M. Wilkens, AWMA®, AIF®

Client Care Specialist

(321) 280-9081

(866) 543-9726

[email protected]

Barbara Wilkens joined the Privada Wealth Management team as the Client Care Specialist in 2017 and has been in the investment industry since 1979. Since life is ever changing, we realize the importance of staying connected with our...

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