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Sophia D
Series 66
Austin, TX
Enclave Advisors, LLC
Sophia Di Gesualdo is a financial advisor with Enclave Advisors, LLC in Austin, TX, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Core Publishing, and Goodwill Industries of Dallas. Enclave Advisors serves high-net-worth individuals, trusts, estates, foundations, endowments, and businesses with comprehensive wealth management and discretionary investment advisory services. The firm emphasizes diversification, risk management, and cost-conscious returns through an academically grounded investment approach and offers family-office style services coordinated with clients’ CPAs and attorneys.
Jonathan F
Series 65, Series 66
Austin, TX
Enclave Advisors, LLC
Jonathan Falls is a financial advisor with Enclave Advisors, LLC in Austin, TX, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He has been with Enclave Advisors since 2012. Enclave Advisors serves a select clientele including high-net-worth individuals, trusts, estates, foundations, endowments, and businesses, offering comprehensive wealth management and discretionary investment advisory services. The firm emphasizes an academically grounded investment approach focused on diversification, risk management, and cost-effective returns, managing portfolios on a discretionary basis with a broad mix of investment instruments tailored to client objectives.
Matthew G
Series 63, Series 65, Series 66
Atlanta, GA
Enclave Advisors, LLC
Matthew Garrett is a financial advisor at Enclave Advisors, LLC in Atlanta, GA, with 12 years of industry experience. He holds the Series 63, 65, and 66 designations and has been with Enclave Advisors since 2014. Enclave Advisors serves a select clientele including high-net-worth individuals, trusts, estates, foundations, endowments, and businesses, offering comprehensive wealth management and discretionary investment advisory services. The firm employs an academically grounded investment approach focused on diversification, risk management, and net-of-cost return measurement, managing approximately $1.1 billion in assets with a compact advisory team.
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