Meet Our Team

Ron Bekins, Peter Nicoletti, Amanda Campbell

Our Mission 

The Nicoletti Wealth Management Group is dedicated to helping our clients create, preserve, and manage the wealth.  Our team provides comprehensive investment planning and wealth management services that are designed to help address the goals and objectives of our clients.  We take pride in our commitment to building successful, lasting relationships and delivering excellent value and unparalleled personal service.

 

 

Peter A. Nicoletti
Managing Director/Investments


 

(561) 868-8696 | peter.nicoletti@stifel.com

As the founding member of the group, Peter had the goal of creating a family office feeling while providing world-class financial advice. In addition
to being the group's Managing Director/Investments, he specializes in corporate and executive services for business owners and private wealth management.

Away from the office, Peter enjoys golfing, fishing, and attending Woodberry Forest School sporting events in Virginia.  He is active with several local charitable organizations and currently serves as Chairman of  the Board of Directors for the Opportunity Early Learning Center.  He also serves on the board of the Historical Society of Palm Beach County and serves on several committees for Palm Beach Day Academy.  He and his wife, Tara, live in West Palm Beach, Florida with their children, Carter and Colin.

 

Amanda Campbell | Financial Advisor | Palm Beach Florida | Retirement PlanningAmanda L. Campbell, CRPC®
Associate Vice President/Investments

 

 

(561) 868-8695 | amanda.campbell@stifel.com

Amanda is an integral part of The Nicoletti Wealth Management Group, having joined the team more than a decade ago.  She holds the Chartered Retirement Planning CounselorSM (CRPC® ) professional certification and specializes in retirement planning.  Amanda enjoys cultivating client relationships, striving to create the ultimate experience.  She assists in developing and implementing strategies for building wealth and pursing the goals of the team's clientele.  Amanda is active in the local community.  She and her husband, Jarrett, live in Jupiter, Florida, with their children, Dane and Cait.

 

 

Ron Bekins | Palm Beach Florida | Retirement PlanningRon Bekins
Registered Client Service Associate

(561) 868-8694 | ron.bekins@stifel.com 

Ron provides the group's clientele with exceptional service and support.  He is a key part of the group working closely with Peter.  He joined The Nicoletti Wealth Management Group in early 2014 with a background in finance, banking, and investment management.

Originally from Oregon, Ron lives in Boca Raton, Florida, with his wife, Kazia, and two boys, Adrian and Mateo.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck