Adamo S. Calistri
Vice President - Investments
As a Financial Advisor, I am dedicated to helping clients reach their financial goals by providing comprehensive investment planning through a process driven model. I have developed and refined a process that enables me to manage my clients assets and risk. Whether you are looking for retirement planning, saving for a child’s education or wealth preservation, I can be your sounding board to help guide all of your investment planning needs.
Background and Experience
For nearly a decade I have helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs.
With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services that clients deserve.
I began my career as a Financial Advisor with Morgan Stanley in Atlanta, GA, where I developed my fundamental investment knowledge. I joined Fifth Third Securities in 2012 to take a team approach in providing personalized financial advice for individuals and families. I joined Wells Fargo Advisors after relocating to Naples, FL
Growing up with my father a small business owner and mother a registered nurse, I learned to enjoy exploring new places, industries and people. My passion for learning doesn’t end there. I earned my bachelor’s degree at the University of Tennessee and MBA from Georgia State University.
Away from the office
I spend my free time with my wife, Kelly and our sons, Lucca and Vincent. We like to stay active both physically and mentally, whether it’s coaching baseball at Greater Naples Little League or taking relaxing trips to the beach. I especially enjoy golfing, fishing and baseball. I am an active member in his community through church and other non-profits.