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, AAMS®, AIF®, BPC®
Financial Planner
(866) 543-9726
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 Nanni, MBA, CFP™
Financial Planner
8665439726
Jared Coffin, CMT®, CFTe®
Technical Analyst
(866) 543-9726
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 T. Hartman, Sr.
Financial Planner
(866) 543-9726
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
Financial Representative
(866) 543-9726
Katie Noles joined Privada Wealth Management in 2020 and is a Registered Representative with J.W. Cole Financial, Inc.
Kinnan Malatesta
Marketing Coordinator
866.543.9726
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...