Darwin Wealth Management

Gloria Bartolotta is a financial advisor at Darwin Wealth Management with a Series 65 designation and two years of industry experience. She has worked at Darwin Wealth Management since 2021 and previously at Insurance Media Services from 2016 to 2021. Bartolotta is also licensed as an insurance agent and is involved in the sales of fixed insurance products. Darwin Wealth Management serves individuals, including high net worth clients, corporations, and business entities, providing portfolio management, financial planning, and consulting services. The firm offers tailored investment strategies through multiple model platforms and web-based advisory options via Betterment for Advisors.

Brian Doherty is a financial advisor at Darwin Wealth Management in Tampa, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at J.P. Morgan & Chase, Pirum Systems, Mercantile Global Holdings, and Noble Bank International. Darwin Wealth Management serves individuals, corporations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses tailored investment strategies that incorporate firm-developed and third-party models, combining long-term, technical, fundamental, and tactical approaches.

Igor Bampa Schattan is a financial advisor at Darwin Wealth Management with a Series 65 credential and three years of industry experience. His prior roles include positions at Morgan Stanley and Franklin Templeton, as well as academic work at the University of South Florida and Lee University. He is also involved with Darwin Insurance Group, an affiliated company where he offers fixed insurance and annuity products. Darwin Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, and business entities. The firm employs a tailored investment approach combining various model portfolios and strategies, and also offers a web-based advisory option through the Betterment for Advisors platform.

Ryan Creecy is a financial advisor at Darwin Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Trinity Wealth Securities, and Florida Financial Advisors. Outside of finance, his background includes roles in hospitality and retail sectors. Darwin Wealth Management serves individuals, corporations, and business entities with portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach that integrates multiple model platforms and strategies, including both discretionary and web-based advisory options.

Ernie Meads is a Financial Consultant at Fidelity Investments, a role he has held since 2023. His professional journey within Fidelity includes positions as a Planning Consultant from 2022 to 2023, a Relationship Manager in 2022, and an Investment Solutions Representative from 2021 to 2022. Prior to joining Fidelity, Ernie participated in the Financial Advisor Development program at Merrill Lynch between 2020 and 2021 and completed an internship at Ameriprise Financial from 2016 to 2019. Throughout his career, Ernie has focused on developing personalized financial plans that aim to provide clients with security and peace of mind. He emphasizes building meaningful relationships and serving as a trusted resource for clients in times of uncertainty. Outside of his professional life, Ernie enjoys boating, fitness, football, skiing, and spending time with friends at social events.

Kaelan Dean is a financial advisor with Darwin Wealth Management in Tampa, FL, holding a Series 65 designation and two years of industry experience. His career includes roles at Crosstree Capital Partners, Quire Group, and Raymond James, as well as academic positions at Johns Hopkins University and New College of Florida. Darwin Wealth Management serves individuals, corporations, and other business entities with portfolio management, financial planning, pension consulting, and financial consulting services. The firm uses tailored investment approaches combining proprietary models, third-party portfolios, and various strategies, along with a web-based advisory option through Betterment for Advisors.

Matthew Krueger is a financial advisor at Darwin Wealth Management with 11 years of industry experience. He holds the Series 65 designation and has worked at several firms, including James Alpha Advisors and Global Financial Private Capital. He has been with Darwin Wealth Management since 2020. Darwin Wealth Management serves individuals, high net worth clients, corporations, and business entities, providing portfolio management, financial planning, pension consulting, and financial consulting services. The firm offers tailored investment strategies using a combination of proprietary and third-party models, including web-based advisory options through Betterment for Advisors.

Michael Sorrentino is a CFA® charterholder with 16 years of industry experience. He is currently an advisor at Darwin Wealth Management and also serves as Managing Partner of Darwin Insurance Group. His prior roles include positions at Innovation Partners LLC, Farther Finance Advisors, and Global Financial Private Capital. Darwin Wealth Management is a registered investment adviser serving individuals, corporations, and other entities with portfolio management, financial planning, and consulting services. The firm offers tailored investment strategies through both proprietary and third-party model portfolios, alongside a web-based advisory platform via Betterment for Advisors.

Spencer Avalos is a financial advisor with Darwin Wealth Management in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, JPM Investment Management, and Lord Abbett & Co. LLC. He is also involved with Darwin Insurance Group, an affiliated company, where he consults and offers fixed insurance and annuity products. Darwin Wealth Management serves individuals, corporations, and business entities with portfolio management, financial planning, and consulting services, using customized investment approaches that combine firm-developed models, third-party portfolios, and tactical strategies. The firm also offers web-based advisory services through the Betterment for Advisors platform.

Michael Bartolotta is a financial advisor at Darwin Wealth Management in Tampa, FL. He holds the ChFC® designation and a Series 63 license, with six years of industry experience. His prior work includes roles at M3 Financial, Inc. and affiliated firms within the Darwin group. Bartolotta also serves as a licensed agent for Darwin Insurance Group, offering fixed insurance and annuity products. Darwin Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and financial consulting services to individuals, corporations, and business entities. The firm uses a tailored investment approach combining firm-developed models, third-party portfolios, and tactical strategies, and offers a web-based advisory option through Betterment for Advisors.

Trevor Saunders is a CFP® and ChFC® with 18 years of industry experience. He is currently a financial advisor at Darwin Wealth Management and has held prior roles at Capital Synergy Partners, Inc., CPS Financial & Insurance Services, Inc., and The Leaders Group Inc. Outside of his advisory work, Saunders is principal of YRD LLC, involved in insurance sales. Darwin Wealth Management serves individuals, corporations, and other entities with portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach utilizing proprietary and third-party model portfolios, combining long-term, technical, fundamental, and tactical strategies.

Ralph Profeta is a financial advisor at Darwin Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Carillon Tower Advisers, Inc. and Eagle Fund Distributors, Inc. Outside of his advisory role, he engages in woodworking, creating fish sculptures as a hobby through his small business, FloridaWood. Darwin Wealth Management is a registered investment adviser serving individuals, including high net worth clients, corporations, and business entities with portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach using a combination of proprietary and third-party models, as well as multiple strategies including long-term, technical, fundamental, and tactical methods.