About Us

Nicoletti Wealth Management Team Photo.  Left to right:  Ron Bekins, Senior Registered Client Associate, Peter A. Nicoletti, Managing Director/Investments, Amanda L. Campbell Associate VP/Investments

Ron Bekins, Peter A. Nicoletti, Amanda L. Campbell

 

Peter founded the group in the early 2000s with the goal of combining world-class financial guidance with a boutique, family office feel.  His background in risk mitigation and insurance services was the perfect platform to build a wealth management team in the area he loves most, Palm Beach.

Each of the financial advisors in the group have unique capabilities in areas of retirement planning, investment planning, risk mitigation strategies, executive services, and institutional investment strategies, including foundation, endowments, and corporate retirement plans.  While private wealth management was the group's original focus, they have grown to include institutional consulting, something that can be helpful in understanding the clients' complete wealth situation.  The group now, through leveraging the vast resources of Stifel, has successfully divided their business in order to serve both the affluent individual investor as well as the needs of their institutional client base.

 


 

Peter A. Nicoletti Managing Director/Investments

Peter A. Nicoletti
Managing Director/Investments

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

 

 

Peter is the founder and managing partner of The Nicoletti Financial Group based in Palm Beach, Florida.  The group was founded with the goal of combining sound financial guidance with a boutique, family office feel.  While private wealth management is the group's primary focus, the team leverages Stifel's high-caliber resources, including retirement planning, financial planning, risk management strategies, executive services, and institutional investments to develop tailored strategies for their clients' complex situations.

Peter grew up in South Florida and graduated from Florida State University.  Away from the office, he enjoys golfing, fishing, traveling, and spending time with his family.  He is active with several local charitable organizations and serves as board chair of Opportunity Early Learning Center in West Palm Beach.  He also serves as a board member for the Historical Society of Palm Beach County and member of the Professional Endowment Committee at The Rehabilitation Center in Palm Beach.  He is also involved with Palm Beach Day Academy and serves on several committees for the school.  He and his wife, Tara, live in West Palm Beach with their children, Carter and Colin.

 


 

Amanda L. Campbell, CRPC®, Associate Vice President/Investments

Amanda L. Campbell, CRPC®
Associate Vice President/Investments

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

LinkedIn

 

 

Joining the team in 2004, Amanda is an integral part of The Nicoletti Financial Group.  She holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and specializes in retirement planning strategies.  She works closely with Stifel's investment banking and executive services divisions to provide a broad array of services for our clients.  She focuses primarily on developing and implementing strategies designed to help our clients build and mitigate risk to their wealth and pursue their goals.

Amanda is active in our local community.  She and her husband, Jarrett, live in Jupiter, Florida, with their children, Dane and Cait.

 

 


 

Ron Bekins Registered Client Service Associate

Ron Bekins
Registered Client Service Associate

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

Ron assists our team and clients with outstanding service and support. He works closely with Peter and Stifel's research affiliates to help the team implement their model equity program.  He joined The Nicoletti Financial Group in early 2014 with a background in finance and investment management.

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

 

 



 

Kayla Varnes Client Service Associate

Kayla Varnes
Client Service Associate

(561) 868-8707 | kayla.varnes@stifel.com

Kayla serves as the team's Client Service Associate.  She has a strong background of outstanding client engagement and business services. She works alongside the team to help deliver a professional client experience while also supporting the office's administrative duties and operational processes. She welcomes new ideas, embraces different opportunities, and continues to grow in our industry.  

Kayla lives in Wellington, Florida, where she spends most of her time with family and friends. She enjoys participating in local beach clean ups, boating, and volunteering with Loggerhead Marine Life Center.

 


 

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