Kurt Maurillo, CFP®, SE-AWMA℠, NFLPA®
Managing Director - Wealth Advisor, PIM Portfolio Manager
239.479.7931
kurt-maurillo@clarity-wealth.comKurt focuses on estate strategies and investment planning, comprehensively managing client portfolios and examining every facet of their balance sheets, insurance and other investment vehicles.
After beginning his career with Morgan Stanley in 2002 as a financial advisor, Kurt moved his practice to Wachovia Securities in 2005, a predecessor firm of Wells Fargo Advisors, where he joined Scott Metzger and Kevin Wolf. Kurt was named to the Platinum Council by Wells Fargo Advisors in 20161.
Kurt earned his bachelor's degree in sports management and business finance from the University of Florida in 2002. Additionally, he was awarded the CERTIFIED FINANCIAL PLANNER® (CFP®) credential in 2007. He is active with many charities, including Golisano Children's Hospital of Southwest Florida, the Muscular Dystrophy Association, the Cure Tay-Sachs Foundation, H.A.N.D.S. Up, and the 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.
CA Insurance License #0M55139, Resident State FL.
1. The 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.