Kevin Wolf is an Assistant Branch Manager and PIM Portfolio Manager, dedicated to providing comprehensive analysis of his clients’ current and future income requirements in order to create risk-balanced strategies designed to help meet their investment goals. He also oversees the research and selection of securities for various investment strategies, and monitors his clients’ portfolios in an effort to effectively manage performance in dynamic market conditions.
With more than 30 years in the financial services industry, Kevin has a long history of providing strategies to clients with complex financial needs. He began his career at Prudential Securities, a predecessor firm of Wells Fargo Advisors, and rose to the position of Managing Director - Investments. He is a Principal and cofounder of the Wolf, Metzger & Maurillo Wealth Management Group of Wells Fargo Advisors, and has also earned the distinction of Premier Advisor.*
Kevin earned his bachelor’s degree in finance from the University of Illinois. He currently lives in the Fort Myers area with his wife, Jan, and four children: Jeff, Chris, Brian and Anna. He enjoys golfing, boating, traveling, and tennis.
*The premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three of more of the following: lenght of service with the firm, completion of educational components, business production and professionalism.
Scott Metzger is a Managing Director - Investment Officer and PIM Portfolio Manager, and in this role he seeks to create portfolios that have low volatility with an emphasis on capital preservation, while maintaining an income stream that helps meet the lifestyle goals of his clients. Scott believes in a holistic approach to investment planning that incorporates estate planning strategies, tax efficient strategies and liability management, and though he does not provide legal or tax advice, he is happy to coordinate with your CPA and/or legal council.
Before cofounding the Wolf, Metzger & Maurillo Wealth Management Group, he began his career in the financial services industry with Bank of America, where he worked on mergers and acquisitions. Scott later joined Prudential Securities, a predecessor firm of Wells Fargo Advisors, where he was promoted to Senior Vice President - Investment Officer. He has been named a Premier Advisor* with the firm since 2005. In addition, in 2015 he was included in Barron’s Top 1,200 Advisors. The rankings were based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention. Additionally, he has earned the Certified Estate & Trust Specialist designation.
Scott holds a banking degree from the University of Florida and has lived in the Fort Myers area for more than 35 years. He is very involved in local community and charitable activities, which includes serving on the Bishop Verot Catholic High School board and on the board of directors of the Cure Tay-Sachs Foundation. Additionally, he is active with the Golisano Children’s Hospital of Southwest Florida. Scott lives in Fort Myers with his wife of 30 years, Diana, along with their three daughters and spouses: Jordyn and Tony, Taylor and Michael, and Madison. In August 2017, Jordyn and Tony gave Scott and Diana their first grandson, Brady Scott.
*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service within the firm, completion of educational components, business production and professionalism.
Kurt Maurillo is a Senior Vice President - Investment Officer, PIM Portfolio Manager, Fundamental Choice Portfolio Manager and CERTIFIED FINANCIAL PLANNER™ professional who focuses on estate strategies and investment planning. In this role, Kurt takes a comprehensive view of managing client portfolios and examines every facet of their balance sheets, insurance and other investment vehicles.
After beginning his career with Morgan Stanley as a financial advisor, Kurt moved his practice to Wachovia Securities, a predecessor firm of Wells Fargo Advisors, where he joined Scott Metzger and Kevin Wolf. In 2013, he was recognized as a “Five Star Wealth Manager”*. Most recently, he earned the Premier Advisor** distinction by Wells Fargo Advisors in 2016.
Kurt earned his bachelor’s degree in sports management and business finance from the University of Florida. He is active with many charities, including the Lee Memorial Children’s Hospital, Muscular Dystrophy Association, Cure Tay-Sachs Foundation, H.A.N.D.S. Up and Cheer Me Up Foundation. He lives in Cape Coral with his wife, Andrea, and two children, Zoee and Damon. In his spare time, he enjoys camping, golfing, coaching soccer, and RVing.
*The five star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professionalism), is based on 10 objective criteria: 1. Credential as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process*); 4. Fullfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner's future performance. 651 Southwest Floriday wealth managers were considered for the award; 158 (25% of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional's consumer complaint process, 3. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony/
**The Premier Advisor distinction is held by a select group of Financial Advisors with Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.
Sherry is a Financial Consultant with more than a decade of experience in the financial services industry. She serves as a resource for research, and assists us with plan analysis and comprehensive strategies for the team's clients including investment planning, annuity and life insurance reviews, tax-efficient strategy, wealth management, estate enhancement and retirement income planning. Sherry possesses a great deal of enthusiasm for helping clients reach their financial success and is committed to increasing her skillset and knowledge-base to best serve those clients.
Her registrations include FINRA Series 7 and FINRA Series 66 registrations. Sherry also maintains a Life, Health and Variable Insurance Producers License. She received the Chartered Financial Consultant® (ChFC®) certification in 2013 and the Retirement Income Certified Professional® (RICP®) designation in 2015 from The American College in Bryn Mawr, Pennsylvania. She is currently pursuing a bachelor’s degree in Business Management and lives in Fort Myers.
While originally from Trinidad and Tobago, Sherry lived in New York City for 11 years before moving to Florida in 2007. She enjoys practicing yoga, guided meditations, painting, traveling and is especially enthusiastic about baking and trying out new recipes.
Whitney Wolf began working in the financial services industry 2013, and is now a Client Associate with Wolf, Metzger & Maurillo Wealth Management Group, where she helps with the team’s marketing, organizing seminars, ensuring the team meets compliance requirements, and managing client service relations. Prior to joining the team, Whitney worked as an Operations Clerk.
Whitney is a graduate of the University of North Florida, where she earned a Bachelor’s degree in advertising with a minor in psychology. She lives in Fort Myers with her husband, Jeffrey, their son, Douglas and daughter, Piper Olivia. In her free time, she and her husband enjoy working on DIY projects around the house, exploring new places with their family, and spending time with friends and family. Whitney also volunteers every year for her family’s charity fishing tournament, Anglers for a Cure.
As a Client Associate with the Wolf, Metzger & Maurillo Wealth Management Group, Taylor offers a high level of personalized customer service to the clients she works with on a daily basis. Taylor began her career in 2015 as a Client Associate in Austin, TX for Wells Fargo Advisors. In 2017, she transitioned to the Naples location as a Client Associate contributing to the Wolf, Metzger & Maurillo Wealth Management Group. Taylor assists in money movement, account updates, and processing any client requests that might arise. Taylor graduated from Florida State University where she earned a Bachelor of Arts degree in editing, writing and media with a minor in communications.
Taylor and her husband, Michael, recently returned to their hometown of Fort Myers after living in Austin for two years. They are enjoying their new home that has a big back yard for their two golden retrievers. They love taking their dogs on walks and going to the beautiful beaches of Fort Myers. They are enjoying being back in Florida and living close to both of their families.
Tricia has 26 years of experience in the financial industry from a Branch Administrative Manager to a Senior Registered Client Associate. Tricia began her career with Smith Barney in 1994 and then joined Wachovia Securities, a predecessor of Wells Fargo Advisors in 1996. Tricia became a member of our team in the spring of 2016. With her wide range of experience and knowledge, Tricia plays a role in providing exceptional customer service to our clients. This includes working with Managed accounts, placing trades, preparing financial reports, opening accounts, wire transfers, assets movement, working with internal departments and/or directly with the client with service and operational requests. Her work ethic, attention to detail and friendly manner ensures that all of our clients receive the highest level of service they deserve. In 2017 and 2018 she earned the Premier Client Associate distinction. Wells Fargo Advisors Premier Client Associate distinction 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.
Her registration includes the FINRA Series 7 and FINRA Series 63. Tricia also maintains a Life, Health and Variable Insurance Producers License.
Away from business she enjoys traveling, art and spending time with her family. Tricia is originally from Hartsdale, NY, and currently lives in Cape Coral, FL with her husband Scott and daughter Soél.
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