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Kurt Maurillo

Kurt Maurillo, CFP®, SE-AWMA℠, NFLPA®

Managing Director - Wealth Advisor, PIM Portfolio Manager

239.479.7931

kurt-maurillo@clarity-wealth.com

Kurt focuses on estate strategies and investment planning, comprehensively managing client portfolios and examining every facet of their balance sheets, insurance and other investment vehicles.

After beginning his career with Morgan Stanley in 2002 as a financial advisor, Kurt moved his practice to Wachovia Securities in 2005, a predecessor firm of Wells Fargo Advisors, where he joined Scott Metzger and Kevin Wolf. He has been recognized as a "Five Star Wealth Manager"1, as seen in Gulfshore Life in 2013. Most recently, he was named to the Platinum Council by Wells Fargo Advisors in 20162.

Kurt earned his bachelor's degree in sports management and business finance from the University of Florida in 2002. Additionally, he was awarded the CERTIFIED FINANCIAL PLANNER® (CFP®) credential in 2007. He is active with many charities, including Golisano Children's Hospital of Southwest Florida, the Muscular Dystrophy Association, the Cure Tay-Sachs Foundation, H.A.N.D.S. Up, and the Cheer Me Up Foundation. He lives in Cape Coral with his wife, Andrea, and two children: Zoee and Damon. In his spare time, he enjoys camping, golfing, coaching soccer and RVing.

CA Insurance License #0M55139, Resident State FL.

1. The Five Star Wealth Manager award was issued on December 1, 2012 by Five Star Professional (FSP) for the time period April 15, 2012 through October 16, 2012. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP...)

2. 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.