Helping Clients Succeed Financially
It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
Raed Jaber
- Senior Financial Advisor
- Managing Director - Investments
Background and experience
Raed Jaber is the Managing Director 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 2024, Raed has been named as a Platinum Council Member* from 2013-2024. The Platinum Council (previously known as 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 the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
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.
Raed Jaber is the Managing Director 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 2024, Raed has been named as a Platinum Council Member* from 2013-2024. The Platinum Council (previously known as 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 the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
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.
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Bryan Beatty
- CFP
- CRPC
- MBA
- First Vice President - Investment Officer
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. Dedicated to his practice, he completed the rigorous educational, experience, examination, and ethical requirements to become a CERTIFIED FINANCIAL PLANNER™ Professional by the CFP 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 and Gulfside Corvette Club. Bryan is currently enrolled at Stetson College of Law pursuing a Juris Doctor degree and a Certificate of Concentration in elder law. He is a member of the Diverse Abilities team member network-FL Chapter. He resides in Gulf Harbors with his wife Ashley, his daughter Hailey, and pet dog Jasper. For recreation he enjoys physical exercise, golf, boating, and the beach!
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. Dedicated to his practice, he completed the rigorous educational, experience, examination, and ethical requirements to become a CERTIFIED FINANCIAL PLANNER™ Professional by the CFP 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 and Gulfside Corvette Club. Bryan is currently enrolled at Stetson College of Law pursuing a Juris Doctor degree and a Certificate of Concentration in elder law. He is a member of the Diverse Abilities team member network-FL Chapter. He resides in Gulf Harbors with his wife Ashley, his daughter Hailey, and pet dog Jasper. For recreation he enjoys physical exercise, golf, boating, and the beach!
Contact
Michael Padilla
- Financial Advisor
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.
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.
Contact
Kristin Tuls
- Client Associate
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.
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. Her most prized possession is her rambunctious French Bulldog, Winston.
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.
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. Her most prized possession is her rambunctious French Bulldog, Winston.
Contact
Renee Anderson
- Marketing Client Associate
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 plays with her granddaughter and her dogs, boats with her husband and family, coaches Youth Basketball, volunteers at the local schools, and is the treasurer for the boating club in her neighborhood.
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 plays with her granddaughter and her dogs, boats with her husband and family, coaches Youth Basketball, volunteers at the local schools, and is the treasurer for the boating club in her neighborhood.