Enclave Advisors, LLC

Sophia Di Gesualdo is a financial advisor at Enclave Advisors, LLC in Austin, TX, holding a Series 66 designation with three years of industry experience. Her work history includes roles at J.P. Morgan Chase Bank, N.A., and J.P. Morgan Securities since 2022, as well as prior positions with Core Publishing, The Hall Agency, Goodwill Industries of Dallas, the Dallas Mavericks, and Southern Methodist University. Enclave Advisors serves individuals, trusts, estates, foundations, endowments, and businesses with comprehensive wealth management and discretionary investment advisory services. The firm uses an academically grounded investment approach focused on diversification and risk management, managing portfolios with a broad mix of instruments tailored to client objectives and risk tolerance.

Jonathan Falls is a financial advisor with Enclave Advisors, LLC in Austin, TX, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He has been with Enclave Advisors since 2012. Enclave Advisors serves high-net-worth individuals, trusts, estates, foundations, endowments, and businesses, providing comprehensive wealth management and discretionary investment advisory services with an emphasis on diversification, risk management, and cost-conscious returns. The firm manages approximately $1.1 billion in assets and offers family-office style services, typically coordinating with clients’ CPAs and attorneys.

Matthew Garrett is a financial advisor with Enclave Advisors, LLC in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. He has been with Enclave Advisors since 2014. 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 an academically grounded investment approach focused on diversification, risk management, and net-of-cost returns, managing portfolios using a broad mix of instruments tailored to each client's objectives and risk tolerance.