Our team has the resources, capabilities, and experience to work with affluent families, business owners, and corporate executives. We develop relationships that are based on trust, integrity, and a deep understanding of our clients’ needs.
Peter A. Nicoletti is Managing Director/Investments and founder of The Nicoletti Financial Group. He is dedicated to helping individuals, families, and business owners develop customized wealth management strategies designed to address their unique financial goals and needs.
By taking a comprehensive approach to wealth management and investment planning, Peter’s mission is to help clients navigate life’s financial decisions with confidence.
With more than 25 years of industry experience, Peter provides guidance in investments, retirement planning, estate planning strategies, risk mitigation, and business exit planning. He works extensively with business owners throughout the lifecycle of their businesses, helping them plan for evolving personal and financial priorities, prepare for potential liquidity events, evaluate key considerations surrounding a sale, and develop a strategy for aligning the proceeds with their long-term goals.
Peter also works closely with affluent individuals and families as they plan for significant life and liquidity events, including retirement, inheritance, and other transformative financial transitions, helping them make informed decisions and develop strategies designed to preserve and grow wealth across generations.
Peter remains actively involved in both professional and community organizations and is passionate about giving back. Outside the office, he enjoys golfing, attending sporting events, traveling to the Bahamas, and spending time with his wife, Tara, and their two children.
Amanda L. Campbell, CPFA®, CRPC®, is First Vice President/Investments with The Nicoletti Financial Group, where she works closely with affluent families, business owners, and retirement plan sponsors on sophisticated investment and wealth management strategies. Since joining the team in 2004, Amanda has been dedicated to helping clients navigate complex financial decisions with clarity, confidence, and a long-term perspective.
As a member of the leadership team, Amanda helps shape the practice’s strategic direction and client experience initiatives while leading the group’s institutional and retirement plan efforts in collaboration with Stifel’s broader institutional resources. She works closely with retirement plan sponsors and ultra-high-net-worth families, helping them address their fiduciary responsibilities, wealth preservation challenges, and multigenerational planning needs.
Amanda is passionate about investor education and believes informed clients are better positioned to make confident financial decisions. She collaborates closely with clients and their tax and estate planning professionals to help ensure investment, wealth transfer, and financial planning strategies remain aligned with their long-term goals.
Amanda holds the Certified Plan Fiduciary Advisor® and Chartered Retirement Planning Counselor® designations.
A lifelong resident of Jupiter, Florida, Amanda remains deeply involved in the community she proudly calls home. She serves on the executive board of the Jupiter Police Foundation and on the board of Rosarian Academy. Outside of work, she enjoys spending time with her family and cheering on her children from the sidelines of local soccer fields. Amanda and her husband reside in Jupiter, where they remain actively engaged in the community.
Ron A. Bekins plays an integral role in the analysis while supporting the portfolio development efforts of The Nicoletti Financial Group. As Portfolio Analyst, he works closely with Peter Nicoletti and the team’s research affiliates to help deliver thoughtful investment strategies tailored to clients’ needs.
Ron joined the group more than a decade ago and brings experience in finance, banking, and investment planning. A graduate of the University of Oregon, he combines strong analytical skills with a collaborative approach that seeks to help clients feel informed and supported throughout their investment journey.
Originally from the West Coast, Ron enjoys traveling, spending time at the beach, attending sporting events, and coaching his sons, Adrian and Mateo, in soccer, baseball, and basketball. He resides in Boca Raton with his wife, Kazia, and their family.
Pat J. Bombard is fully registered and serves as Client Relationship Manager with The Nicoletti Financial Group. Serving as a primary point of contact, he works closely with individuals and families to provide attentive service, responsive communication, and a high level of support with a commitment to delivering an exceptional client experience.
Pat joined the team with experience in retirement planning, wealth management, and risk mitigation. Known for his personable approach and dedication to client service, he takes pride in building lasting relationships and helping clients feel informed and confident regarding their accounts.
Pat also supports the team’s retirement plan clients, assisting 401(k) plan participants through educational meetings and one-on-one guidance designed to help them better understand their retirement plan options and make informed decisions for their future.
Originally from Upstate New York, Pat earned his bachelor’s degree in communications from the University of Maryland. He resides in Delray Beach with his wife, Rachel, and their two French Bulldogs, Bear and Lola.
Dina Vieira serves as Operations Supervisor for The Nicoletti Financial Group, where she plays a vital role in overseeing operational processes and supporting a seamless client experience. Working closely with team members, support staff, and home office resources, she helps maintain the high level of account-related service, efficiency, and professionalism that clients expect.
Known for her exceptional organization, attention to detail, and problem-solving abilities, Dina manages many of the operational and administrative functions that support the team’s day-to-day activities. Her proactive approach and commitment to continuous improvement make her a valuable resource to both clients and colleagues.
Dina grew up in South Florida and resides in Loxahatchee. Her daughter, Jada, attends Florida Gulf Coast University. Outside of work, Dina enjoys spending time with her Golden Retrievers, relaxing at the beach, and creating lasting memories with family and friends.
Kelly Bertolino is a Client Service Associate with The Nicoletti Financial Group and is dedicated to delivering a top-tier client experience. She works closely with clients and team members to help ensure requests are handled efficiently, accurately, and thoughtfully, providing the personalized attention that defines the group’s service philosophy.
With more than 26 years of experience in the financial services industry, Kelly brings extensive industry knowledge, exceptional attention to detail, and a strong commitment to client care. Known for her responsiveness and warm approach, she takes pride in building lasting relationships and helping clients feel comfortable and supported throughout every stage of their financial journey.
Originally from New Jersey, Kelly recently relocated to South Florida and now resides in Palm Beach Gardens. Outside the office, she enjoys spending time at the beach, being on the water, traveling, and creating lasting memories with her husband, PJ, and their two daughters.
