Meet the Team

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future

Preserving Wealth, Building Legacies

About the Team

The Latimer-Chiavaroli Private Wealth Management Group of Wells Fargo Advisors brings decades of combined experience in helping individuals, families, and business owners build, preserve, and transition wealth through tailored financial strategies. With offices in Winter Park and Kissimmee, our team takes pride in providing highly personalized guidance rooted in trust, transparency, and results.

Our clients can benefit from a collaborative team approach where each advisor and associate bring unique strengths and specialties. From retirement and estate planning strategies to investment management strategies and business succession, our group delivers a full spectrum of services with care and precision. We work closely with clients and their families across generations, offering consistent support through all of life's transitions.

As one of the 2026 Forbes Best-in-State Wealth Management Teams, our group has been nationally recognized for excellence in client service and investment planning. Our highly experienced team of professionals follow a disciplined process to help ensure each client's plan is as dynamic and forward-looking as their goals. We strive to uphold the highest standards in financial services and are committed to lifelong learning and continuous improvement.

^{2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (variable by state), revenue and other criteria by SHOOK Research, LLC. 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. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.}

^{Wells Fargo Advisors does not provide legal and tax advice.}

^{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.}

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