Team
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...
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.
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
Barbara M. Wilkens, AWMA®, AIF®
Director of Practice Management
(866) 543-9726
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...