Darwin Wealth Management

Gloria Bartolotta is a financial advisor at Darwin Wealth Management with one year of industry experience. She holds a Series 65 designation and has previously worked at Farther Finance Advisors and Insurance Media Services. Outside of her advisory role, she is also engaged in fixed insurance sales as an insurance agent. Darwin Wealth Management serves individuals, high net worth clients, and business entities with portfolio management, financial planning, consulting, and pension plan services. The firm manages approximately $617 million in client assets and employs a model-driven investment approach that includes third-party managers, automated advice platforms, and a broad range of asset types.

Brian Doherty is a financial advisor at Darwin Wealth Management in Tampa, FL, holding a Series 65 designation. He has held roles at J.P. Morgan & Chase, Pirum Systems, Mercantile Global Holdings, and Noble Bank International. Doherty has been with Darwin Wealth Management since 2024. Darwin Wealth Management serves individuals, high net worth clients, and business entities with portfolio management, financial planning, consulting, and pension plan services. The firm manages approximately $617 million in assets and utilizes model portfolios, third-party managers, and automated advice platforms to support a diverse range of investment strategies.

Igor Bampa Schattan is a financial advisor at Darwin Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked with firms including Morgan Stanley and Franklin Templeton. In addition to his advisory role, he is involved with Darwin Insurance Group, an affiliated company, where he consults on fixed insurance and annuity products. Darwin Wealth Management serves individuals, high net worth clients, and business entities, offering portfolio management, financial planning, consulting, and pension plan services. The firm manages approximately $617 million in client assets and utilizes model portfolios, third-party managers, and automated advice platforms in its investment approach.

Ryan Creecy is a financial advisor at Darwin Wealth Management in Tampa, FL, holding Series 63 and Series 65 licenses with four years of industry experience. He 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, high net worth clients, and business entities with portfolio management, financial planning, consulting, and pension plan services. The firm utilizes model portfolios, third-party managers, and technology platforms for portfolio oversight and offers a diverse range of investment strategies across multiple asset classes.

Kaelan Dean is a financial advisor at Darwin Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms including Crosstree Capital Partners and Quire Group. Outside of advisory roles, his background includes positions in academia and the arts. Darwin Wealth Management serves individuals, high net worth clients, and business entities with discretionary and non-discretionary portfolio management, financial planning, consulting, and pension plan services. The firm manages approximately $617 million in client assets and employs model portfolios, third-party managers, and automated advice platforms to support a diverse range of investment strategies.

Matthew Krueger is a financial advisor at Darwin Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has previously worked at James Alpha Advisors, Global Financial Private Capital, and Aviance Capital Management. Darwin Wealth Management serves individuals, high net worth clients, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and pension plan services. The firm manages approximately $617 million in client assets and employs model portfolios, third-party managers, and automated advice platforms in its investment approach.

Michael Sorrentino is a CFA® charterholder with 15 years of industry experience. He is currently with Darwin Wealth Management and also holds a managing partner position at Darwin Insurance Group. His prior roles include positions at Innovation Partners LLC, Farther Finance Advisors, and Global Financial Private Capital. Darwin Wealth Management serves individuals, high net worth clients, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and pension plan services. The firm employs model portfolios, third-party money managers, and automated advice platforms, managing approximately $617 million in client assets across a diverse range of asset types.

Spencer Avalos is a financial advisor at Darwin Wealth Management with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, JPM Investment Management, and Lord Abbett & Co. LLC. Avalos is also involved with Darwin Insurance Group, an affiliated company offering fixed insurance and annuity products. Darwin Wealth Management serves individuals, high net worth clients, and business entities with portfolio management, financial planning, consulting, and pension plan services. The firm employs model portfolios and third-party managers, supports automated advice, and offers a range of asset types including mutual funds, ETFs, options, annuities, cryptocurrency, and private placement structured notes.

Michael Bartolotta is a financial advisor at Darwin Wealth Management with five years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Darwin Wealth Management and its affiliated firms in 2020 and 2021, he worked at M3 Financial, Inc. from 2007 to 2018. Bartolotta is also a licensed insurance agent with Darwin Insurance Group, where he spends a portion of his time consulting and offering fixed insurance and annuity products. Darwin Wealth Management serves individuals, high net worth clients, and business entities by providing portfolio management, financial planning, consulting, and pension plan services. The firm manages approximately $617 million in client assets and employs a model-driven investment approach that includes third-party managers and supports automated advice and diverse asset types.

Edward Smelich is a financial advisor with Darwin Wealth Management in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at AXA Advisors, Transamerica Financial Advisors, and Barrett Business Services Inc. Outside of his advisory work, he is a results and life coach through his business WE ARE AWARE, where he applies a system focused on goal achievement and personal development. Darwin Wealth Management serves individuals, high net worth clients, and business entities with discretionary and non-discretionary portfolio management, financial planning, consulting, and pension plan services. The firm manages approximately $617 million in client assets and employs model portfolios, third-party money managers, and technology platforms to support a diverse range of investment strategies.

Trevor Saunders is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with Darwin Wealth Management, where he has worked since 2023. His prior experience includes roles at Capital Synergy Partners, Inc., Cps Financial & Insurance Services, Inc., The Leaders Group Inc, and Diversified Individual Brokerage. Darwin Wealth Management serves individuals, high net worth clients, and business entities with discretionary and non-discretionary portfolio management, financial planning, consulting, and pension plan services. The firm employs model portfolios, third-party managers, and supports automated advice and held-away account aggregation, covering a broad range of asset types and investment 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 has worked at firms including Carillon Tower Advisers and Eagle Fund Distributors. Outside of his advisory work, he creates wooden fish as a hobby under the business FloridaWood. Darwin Wealth Management serves individuals, high net worth clients, and business entities by offering portfolio management, financial planning, consulting, and pension plan services. The firm employs a model portfolio approach with third-party managers and utilizes technology platforms such as Betterment for Advisors to support a range of asset types and strategies.