Guided by a multi-generational team of financial professionals.
Team
Backed by deep industry experience and a rich history of managing the assets of wealthy families, our team partners with your family to protect and nurture your legacy. Our multi-generational team of financial professionals works with families from coast-to-coast building longstanding relationships that span generations.
Donald P. Nealon, CFP®
Managing Director - Wealth Advisor
239.254.2219 don.nealon@clarity-wealth.com
Kevin Wolf
Managing Director - Wealth Advisor, PIM Portfolio Manager
239.254.2213 kevin.wolf@clarity-wealth.com
Justin McLaughlin
Managing Director - Wealth Advisor
239.254.2209 justin.mclaughlin@clarity-wealth.com
Streeter Holden, CFP®
Managing Director - Wealth Advisor
239.254.2227 streeter.holden@clarity-wealth.com
Brian J. Kirk, CRPC®
Senior Vice President - Wealth Advisor
239.254.2221 brian.kirk@clarity-wealth.com
M. Evan Jones, CFP®
Senior Vice President - Wealth Advisor
239.254.2201 evan.jones@clarity-wealth.com
William J. LoPresti
Senior Vice President - Wealth Advisor
239.427.3388 william.lopresti@clarity-wealth.com
Virginia "Gini" Phillips
Executive Assistant to the CEO
239.254.2252 gini.phillips@clarity-wealth.com
Kevin Wolf
Managing Director - Wealth Advisor, PIM Portfolio Manager
239.254.2213 kevin.wolf@clarity-wealth.com
Scott Metzger
Managing Director - Wealth Advisor, PIM Portfolio Manager
239.479.7908 scott.metzger@clarity-wealth.com
Kurt Maurillo, CFP®
Managing Director - Wealth Advisor, PIM Portfolio Manager
239.479.7931 kurt.maurillo@clarity-wealth.com
Tricia Novello
Senior Registered Client Service Associate
239.479.7943 tricia.novello@clarity-wealth.com
William Swiontek
Senior Vice President - Wealth Advisor
412.394.3169 bill.swiontek@clarity-wealth.com
Dionna DiBernardo, FPQP®
Senior Branch Administrator
412.394.3181 dionna.dibernardo@clarity-wealth.com
