Rey Descalso

Rey Descalso

Privada Wealth Management

This advisor will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $100,000

Minimum client income required: $50,000

Title: Financial Consultant

Offering advice since: 2005

Areas of expertise:

  • Annuities
  • Business planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Rey Descalso:

As a financial advisor with Privada Wealth Management, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs.

Contact me if you'd like me to help you develop strategies for meeting your financial goals.

Compensation and Fee Structures:

I provide my clients the choice of fee-based or transaction-based, depending on their needs and preferences.

Licenses, Certifications & Affiliations:

Series 7 Registered Representative, Series 66 Investment Advisor,
AAMS: Accredited Asset Management Specialist,
RPC: Retirement Plan Consultant

Securities Registered in the following states: CA, FL, GA, IL, MA, MD, NJ, NY, OH, PA
Insurance licensed in the following states: FL

Education:

Bachelors of Arts, Theology, Southern Adventist University Master of Divinity, Andrews University

Will provide references upon request?

Yes


Further information about Privada Wealth Management:

Privada Wealth Management

(Size of firm: Over 100 advisors)

Now, more than ever, you can rely on the strength and stability of our team.

Privada Wealth Management is one of the nation's premier financial services companies, providing a full array of financial and investment solutions. We combine the capabilities of a large national firm with the best practices of smaller firms. Together, we form a team that has successfully navigated fluctuating economic times and volatile markets on behalf of our clients.

In this tough economic environment, it's inevitable that you'll have questions and concerns about your investment portfolio, your retirement plan or your overall well-being. We understand the importance of having a trusted advisor who's looking out for your best interests. As always, our dedicated team of Financial Advisors will take the time to listen, to understand your needs and to help you clarify your goals. We continue to be fully invested in your financial success, and we look forward to serving you for years to come.


Contact Information for Rey Descalso

Phone: 888-556-9654
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Address for Rey Descalso:
1800 Pembrook Drive
Suite 300
Orlando, FL, 32810

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