Peter is the founder and lead partner of The Nicoletti Financial Group based in Palm Beach. He grew up in South Florida and graduated from Florida State University. Peter began his career with John Hancock Financial and transitioned to wealth management more than 20 years ago. He leads the team in delivering complex financial strategies and offering tailored plans for their clients.
Away from the office, Peter is active with several local charitable organizations and currently serves as the Chairman of the Board of Directors of Opportunity Early Learning Center in West Palm Beach.
Peter’s children attended Palm Beach Day Academy and Woodberry Forest School in Virginia. In his free time, he enjoys golfing, fishing, Bahamas trips, and spending time with his family. He and his wife, Tara, live in West Palm Beach.
Amanda is an integral member of The Nicoletti Financial Group and joined Peter more than 20 years ago. She assists the team’s efforts with ultra-high-net-worth families and leads the team’s institutional client business. Amanda understands the importance of investing wisely and enjoys working closely with clients and their advanced planning needs.
Amanda holds both the Chartered Retirement Planning Counselor® and the Certified Plan Fiduciary Advisor™ designations. She is an active member of Stifel’s Women Initiative Network, National Association of Plan Advisors, and Women in Pensions Network.
Amanda is active in her local community, serving on the executive board of the Jupiter Police Foundation, the finance committee of Rosarian Academy, and the Planned Giving committee of Jupiter Medical Center. She and her husband, Jarrett, live in Jupiter, Florida, with their children, Dane and Cait.
Ron is committed to providing the team’s clients with outstanding service and support. He works closely with Peter to help implement the team’s investment strategies. He joined The Nicoletti Financial Group in early 2014 with a background in finance and investment planning.
Ron is originally from the west coast and graduated from University of Oregon. Away from the office, he enjoys traveling, relaxing on the beach, attending sporting events, and coaching his boys, Adrian and Mateo, in soccer, baseball, and basketball. He lives in Boca Raton with his wife, Kazia.
Pat is a passionate professional focused on providing high-caliber client experiences. He joined The Nicoletti Financial Group with a background in retirement planning, wealth management, and risk mitigation.
Originally from upstate New York, Pat received a B.A. in Communications from the University of Maryland. He currently resides in Delray Beach, Florida, with his wife, Rachel, and their two French Bulldogs, Bear and Lola.
Dina has a strong background in client engagement and business services. She works alongside the team to help deliver a top-tier client experience while also assisting with administration and operations. She welcomes new ideas, embraces different opportunities, and has a long history working in Palm Beach.
Dina lives in Loxahatchee with her husband, Jason, daughter, Jada, and their Golden Retrievers, Luna and Loki. Away from the office, she enjoys going to the beach, camping, and spending time with her family and friends.
Kelly recently relocated to South Florida from New Jersey and joined The Nicoletti Financial Group as a Client Service Associate. She brings more than 25 years of financial services industry experience and is dedicated to providing top-tier client experiences and service. Kelly is known for her strong attention to detail and her personalized attention to meet the unique needs of each client.
Away from the office, Kelly enjoys spending time at the beach and being on the water. She lives in Palm Beach Gardens and enjoys traveling with her two daughters and husband, PJ.
