Derek DeLoreto, CFP
Private Wealth Financial Advisor
Managing Director - Investments
As a Financial Advisor, developing a personal relationship with each of my clients is paramount. This allows me to better understand their unique situation and enables me to focus on making a significant difference in helping them pursue their financial goals. This personal approach, coupled with my knowledge and experience, assists me in developing a customized client investment strategy. Over the years I’ve refined this skill set to help enable me to effectively identify and provide financial strategies to high net worth clients and businesses throughout the country.
In 2019, I earned the title of Private Wealth Financial Advisor at Wells Fargo Advisors, held by Financial Advisors serving high-net-worth individuals, families, foundations, and institutions.
As a Private Wealth Financial Advisor I continue my long-standing practice of leveraging relationships with our money management and liability management professionals to help provide strategies as sophisticated as my clients' needs. My goal is to help ensure my clients receive the advice and service they require across their full financial life. As a Wells Fargo Advisors Private Wealth Financial Advisor, I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.
I enjoy spending time with my family, playing golf, softball and skiing. My wife, Nicole, is a certified yoga instructor and studio owner in Neptune Beach, FL. Nicole and I are active in the Jacksonville community and the proud parents of two. These days much of my free time is devoted to watching my son, Dominic, play baseball and football and cheering on the football team at my beloved Alma Mater, FSU, where my daughter, Anabella, currently attends.
Education
The Florida State University, Bachelor of Science, Finance
CFP® - CERTIFIED FINANCIAL PLANNER™ certification, 2003
Honors & Awards
Named as one of the Forbes Best-in-State Wealth Advisors 2018-2022
APRIL 2022 | Derek DeLoreto named to Forbes Best-in-State Wealth Advisors Ranking
To find out more about this distinction, click here.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Named as one of the Wells Fargo Advisors, Premier Advisor, 2011-2022
The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
CA Insurance License Number: 0M14899. Resident State FL.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
David Goldstein, MBA
Private Wealth Financial Advisor
Managing Director - Investments
In 2019, I earned the title of Private Wealth Financial Advisor at Wells Fargo Advisors, held by Financial Advisors serving high-net-worth individuals, families, foundations, and institutions.
As a Private Wealth Financial Advisor I continue my long-standing practice of leveraging relationships with our money management and liability management professionals to help provide strategies as sophisticated as my clients' needs. My goal is to help ensure my clients receive the advice and service they require across their full financial life. As a Wells Fargo Advisors Private Wealth Financial Advisor, I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.
Away from the office, I enjoy traveling, listening to music, long distance running, enjoying the great outdoors, fishing and spending time with my wife Sheri and two sons, Jake and Owen.
Education
Jacksonville University, Bachelor of Arts, Communications
Jacksonville University, Master's Degree, Business Administration
Honors & Awards
Named as one of the Forbes Best-in-State Wealth Advisors 2019-2022
APRIL 2022 | David Goldstein named to Forbes Best-in-State Wealth Advisors Ranking
To find out more about this distinction, click here.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Named as one of the Wells Fargo Advisors, Premier Advisor, 2015-2022
The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
CA Insurance License Number: 0L16503. Resident State FL.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Jennifer Ferguson
Private Wealth Registered Client Associate
Phone: 904.361.7607
Email: jennifer.ferguson@wellsfargo.com
I am a graduate of the University of North Florida where I also swam on the Women’s Swim Team. I hold my Series 7 and 66 registrations as well as Florida life, health and variable annuities licenses. In my spare time, I enjoy being active, cooking, traveling and spending time with my husband and son.
CA Insurance License Number: 0M15075. Resident State FL.
Robin Turner
Private Wealth Senior Registered Client Associate
Vice President
Phone: 904.361.2015
Email: robin.turner@wellsfargo.com
When not at work, I enjoy watching NASCAR and spending time with family.
Honors & Awards
Premier Client Associate, 2016-2018
The Premier Client Associate recognition is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
CA Insurance License Number: 0K55908. Resident State FL.
Gresa Gostivari
Client Associate
Phone: 904.361.7298
Email: gresa.gostivari@wellsfargo.com
I obtained a Bachelor’s Degree in Social Sciences at University of Tirana, Albania in 1999 and a Master’s Degree in Social Policy. I hold my series 6, 63, and 65 registrations as well as Florida Life Health and Variable Annuities licenses. In addition to serving as a Notary Public, I speak multiple languages including, Albanian, my native language, English, Italian and French.
In my free time I enjoy fishing, physical exercise, traveling and cooking.