Nautilus Private Wealth
Private Wealth Support Team
Kerri Biondo
Private Wealth Advisor Founder & President Nautilus Private Wealth
Tyler Gibson
Vice President & Licensed Support Associate Nautilus Private Wealth
Ashley Blackburn
Vice President & Support Associate Nautilus Private Wealth
Julonica Cooks (JC)
Vice President & Support Associate Nautilus Private Wealth
Affiliated Advisors
Richard White
Director of Operations & Compliance Affiliated Advisors
Osaic
James Gasparotto
Sr. Consultant - High New Worth Division with Osaic Wealth
Premier Trust
Our PhilosophyThe Priorities That Shape Every Recommendation
Three considerations sit at the center of how we work.
Suitability of Investment Direction
Suitability leads, which means an investment direction has to fit your situation, your goals, and your appetite for risk before it goes any further.
Client Contentment
Contentment carries real weight alongside it, and your comfort with a decision counts toward whether it belongs in your plan at all.
Values Based Investment & Negative Exclusion Investing
Wellness rounds out the picture, since financial choices reach into the rest of life, and the aim is for yours to support the way you want to live rather than pull against it.