Background and experience

Raed Jaber is the founding member of The Jaber Wealth Management Group of Wells Fargo Advisors, a growing practice on the Gulf coast of Florida.  With offices in Tampa, Palm Harbor, Land O’ Lakes, Hudson, New Port Richey, Spring Hill, Inverness and Crystal River and a combined experience of well over 60 years, the team is able to provide custom wealth planning and portfolio construction.

Raed began his career as an entrepreneur and principal in two successful start-up companies. He attributes this set of experiences as the foundation for his careful approach to investment planning and wealth management as a Financial Advisor.   His journey as a trusted advisor for high-net-worth individuals began over 20 years ago at Morgan Stanley followed by 5 years with BB&T Investment Services before joining Wachovia Securities which then became Wells Fargo Advisors in 2008.  He holds a bachelor’s degree from the University of Toledo.

As of March 2025, Raed has been named to the Wells Fargo Advisors Platinum Council from 2013-2025. The 2024-2025 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.  The 2013-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following:  completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Relying on a wealth of experience and his firms’ vast resources, Raed and his team help develop and implement an approach for building wealth and stability through goal based planning and sophisticated investment strategies. His mission is to provide objective and timely financial guidance — with the highest level of professional service — in creating and preserving wealth for his clients.

Away from the office

Outside of the office, Raed is active in the local community and participates in many civic and community organizations, including Leadership Pasco and the United Way of Pasco.  In his spare time, Raed enjoys racing both cars and motorcycles.

Background and experience

Bryan E. Beatty began his career at Wells Fargo Advisors at the corporate headquarters in Saint Louis, MO. He attributes this set of experiences as the foundation for his careful approach to investment planning and wealth management as a Financial Advisor.  Before his experience at Wells Fargo Advisors he worked for Thrivent Financial for Lutherans.  He holds a Bachelor’s degree in Business Administration from the Southern Illinois University Edwardsville. In addition, he holds a Master’s degree in Business Administration from Saint Louis University. Bryan continued his academic studies and graduated Cum Laude From Stetson College of Law with a Juris Doctor Degree and a certificate of concentration in Elder Law. Dedicated to his practice, he completed the rigorous educational, experience, examination, and ethical requirements to become a CERTIFIED FINANCIAL PLANNER® Professional by the Certified Financial Planner Board of Standards, INC. Bryan has also earned the Charted Retirement Planning Counselor CRPC® certification by meeting demanding professional standards and passing a comprehensive examination. The CFP® and CRPC® certification requires on going continued education requirements. He attained a Six Sigma Green Belt certification by the American Society for Quality.

Leveraging the firms’ vast resources, Bryan & his team help develop and implement an approach designed for building wealth and stability through goal based planning and sophisticated investment strategies. His mission is to provide objective and timely financial guidance — with the highest level of professional service — in creating and preserving wealth for his clients.

Away from the office

Outside of the office, Bryan is active in the local community and participates in many civic and community organizations, including the Habitat for Humanity, Metropolitan Ministries, and Gulfside Corvette Club. He is a member of the Diverse Abilities team member network-FL Chapter. He resides in Gulf Harbors with his wife Ashley, his daughters Hailey & Noelle, and pet dog Jasper. For recreation he enjoys physical exercise, golf, boating, and the beach!

Background and experience

Michael Padilla is an important member of The Jaber Wealth Management Group of Wells Fargo Advisors, a growing practice on the Gulf coast of Florida. Michael centers his practice on the Nature Coast including Inverness and Crystal River and offers bi-lingual (both Spanish and English) support for all the clients of the Jaber Wealth Management team.

Born in Brooklyn NY and raised in Orlando FL, Michael attended I.T.T. and has an associate degree in Electronics Engineering: but instead of pursuing computer programming, he followed his passion and heart and joined the finance industry.  Michael was licensed in 2000 with the Empire Financial Group which was a boutique firm specializing in IPO’s and catered to clients trading in the United Kingdom and Spain.  He began working for Wells Fargo Bank ten years ago as a premier banker, then a licensed banker and then branch manager of Inverness.

As of February 2023, Michael has become a licensed Financial Advisor with Wells Fargo Advisors and is looking forward to bringing his wealth of knowledge to the Nature Coast clients and surrounding areas.

Away from the office

When Michael is not working, he enjoys everything the Nature Coast has to offer, especially kayaking and biking, He is a dedicated father to his two children, his beautiful daughter, Viviane, and his wonderful son, Elliot, who is autistic and is an inspiration to Michael every day.  Michael also travels to Orlando every other weekend to visit his family and take advantage of delicious home cooked food.

Michael’s other interests include being part of the Hispanic and Latino connection and activities in his community.

Background and experience

For over a decade, Kristin has been in the financial industry. She earned her bachelor’s degree from Florida State University and began her career in the financial services in 2006 at Valrico State Bank. She joined Wells Fargo Advisors in October 2010 as a client associate and has worked to have impact using her communication and organizational skills to help clients with a full spectrum of operational needs. 

Kristin works alongside Financial Advisor Raed Jaber to ensure our client’s day-to-day needs are handled accurately and in a timely fashion.  She aims to create a strong professional bond with our clients so that they feel very comfortable using her as a resource.   She is happy to assist with operational needs such as money movement, opening new accounts and placing trades. Her knowledge of the operational processes and procedures with the firm are part of what makes her a great part of our team.

In 2025, Kristin was named as a Platinum Client Associate. The Wells Fargo Advisors Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year.  Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution. Kristin’s dedication and leadership sets her apart and members of this group were selected after first qualifying for the National Platinum CA Recognition Program.

Away from the office

Kristin is a Florida native who was raised in Brandon, and now resides in Valrico. When she is not working, she is meeting up with friends and family, enjoying a nice glass of wine, or horseback riding.

Background and experience

Renée spent the 35 years of her first career writing software and doing data analysis as a consultant and group manager for the US Navy, Homeland Security and the US Coast Guard. She has also managed multi-million-dollar contracts and the staffing requirements that went with them.  Her career experience has prepared her for her responsibilities within the group.  Renee is able to work independently as she maintains and updates the client database to ensure that clients’ information is up-to-date and accurate, paired with her acute attention to detail are what makes her an integral part of our team.  She works directly with Financial Advisor Raed Jaber and Client Associate Kristin Tuls.

Away from the office

In her spare time Renée travels hither and yon to watch her granddaughter play volleyball and flag football.  She also trains her dogs, boats with her husband and family and assists her elderly parents with their needs.