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Kevin Wolf

Kevin Wolf

Managing Director - Wealth Advisor, PIM Portfolio Manager, Partner

239.254.2213 kevin.wolf@wfafinet.com

With over 30 years in the financial services industry, Kevin is dedicated to providing strategies to clients with complex financial needs. He comprehensively analyzes current and future income requirements to create risk-balanced solutions designed to meet investment goals. He also oversees the research and selection of securities for various investment strategies and meets to review client portfolios to manage performance in dynamic market conditions.

In 1982, he joined Prudential Securities, a predecessor firm of Wells Fargo Advisors, and he was named Managing Director--Investment Officer in 2011. He is a Principal and co-founder of the Wolf, Metzger & Maurillo Wealth Management Group and earned the distinction of Platinum Council Advisor by Wells Fargo Advisors in 2016.1

Kevin earned his bachelor's degree in finance from the University of Illinois. He currently lives in the Fort Myers area with his wife, Jan, and four children: Jeff, Chris, Brian and Anna. He enjoys golfing, boating, traveling and tennis.

1. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

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