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Kurt Maurillo

Kurt Maurillo, CFP®

Managing Director - Wealth Advisor, PIM Portfolio Manager, Partner


Kurt 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. He has been recognized as a "Five Star Wealth Manager"1, as seen in Gulfshore Life in 2013. Most recently, he 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 Five Star Wealth Manager award was issued on December 1, 2012 by Five Star Professional (FSP) for the time period April 15, 2012 through October 16, 2012. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 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. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 651 Southwest Florida wealth managers were considered for the award; 158 (25% of candidates) were named 2013 Five Star Wealth Managers. Visit

2. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network 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.

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