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 and an Investment Advisor Representative since 2005, joining J.W. Cole Financial, Inc. in 2010. Prior to founding Privada Wealth Management, Mr. Descalso had been registered with Wells Fargo Advisors Inc., Wachovia Securities, and A.G. Edwards. He attained the Accredited Asset Management Specialist SM (AAMS ® ) designation through the College of Financial Planning and the Accredited Investment Fiduciary ® (AIF ® ) designation through the Center for Fiduciary Studies TM . Follow us on Facebook and LinkedIn . Learn more here .
