Our Team

With over 40 years in the financial services industry, Kevin is dedicated to providing strategies to clients with complex financial needs. He comprehensively analyzes current and future income requirements to create risk-balanced solutions designed to meet investment goals. He also oversees the research and selection of securities for various investment strategies and monitors client portfolios to manage performance in dynamic market conditions.

In 1982, he joined Prudential Securities, a predecessor firm of Wells Fargo Advisors, and he was named Managing Director–Investment Officer in 2011. He is a Principal and co-founder of the Wolf, Metzger & Maurillo Wealth Management Group and earned the distinction of Platinum Council Advisor by Wells Fargo Advisors in 2016 and 2023 and was named Forbes Top Wealth Management Teams High-Net-Worth 2023 and Forbes Best-In-State Wealth Management Teams in 2024. 

Kevin earned his bachelor’s degree in finance from the University of Illinois. He currently lives in the Fort Myers area with his wife, Jan, and four children: Jeff, Chris, Brian and Anna. He enjoys golfing, boating, traveling and tennis.

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23 (Source: Forbes.com). The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.  Self-completed survey was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Best in State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23 (Source: Forbes.com). The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.  Self-completed survey was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Scott seeks to create portfolios with low volatility, emphasizing capital preservation while maintaining an income stream designed to meet his clients' lifestyle goals. He believes in a holistic approach to investment planning that incorporates estate planning strategies, tax-efficient strategies and liability management.

He began his career in the financial services industry in 1981 with Bank of America, where he worked on mergers and acquisitions. In 1992, he joined Prudential Securities, a predecessor firm of Wells Fargo Advisors. Scott was promoted to Senior Vice President–Investment Officer in 2005, when he was also named to the Platinum Council by Wells Fargo Advisors and named again in 2023. He is a co-founder of the Wolf, Metzger & Maurillo Wealth Management Group and was named Forbes Top Wealth Management Teams High-Net-Worth 2023 and Forbes Best-In-State Wealth Management Teams in 2024. Additionally, he received the Certified Estate & Trust Specialist designation in 2007.

Scott earned his banking degree from the University of Florida in 1986 and has lived in the Fort Myers area since 1980, where he is very involved in local community and charitable activities.  Scott is a former member of the Bishop Verot Catholic High School board and the board of directors for the Cure Tay-Sachs Foundation. He is also a passionate supporter of Golisano Children’s Hospital of Southwest Florida, Captains for Clean Water and Special Equestrians. Scott lives in Fort Myers with his wife of 36 years, Diana, all three of his daughters have married their Bishop Verot high school sweethearts and live in Ft. Myers with their three grandchildren, Brady, Kendall and Harrison.  They all are parishioners at the Church of Resurrection Catholic Church.   He enjoys sports, golf, traveling, physical fitness, and spending time with his growing family.

CA Insurance License 1756019, resident State FL

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure, may also be used to determine recipients.

2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23 (Source: Forbes.com).  The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC> Investment performance is not a criterion. Self-completed survey was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.  2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23 (Source: Forbes.com).  The Forbes Best-In State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not a criterion.  Self-completed survey was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 

Kurt focuses on estate strategies and investment planning, comprehensively managing client portfolios and examining every facet of their balance sheets, insurance and other investment vehicles.

After beginning his career with Morgan Stanley in 2002 as a financial advisor, Kurt moved his practice to Wachovia Securities in 2005, a predecessor firm of Wells Fargo Advisors, where he joined Scott Metzger and Kevin Wolf. He has been recognized as a “Five Star Wealth Manager”4, as seen in Gulfshore Life in 2013. Most recently, he was named to the Platinum Council by Wells Fargo Advisors in 2016 and 2023 and Wolf, Metzger & Maurillo Wealth Management Group and was named Forbes Top Wealth Management Teams High-Net-Worth 2023 and Forbes Best-In-State Wealth Management Teams in 2024. 

Kurt earned his bachelor’s degree in sports management and business finance from the University of Florida in 2002. Additionally, he was awarded the Certified Financial Planner® (CFP®) credential in 2007. He is active with many charities, including Golisano Children’s Hospital of Southwest Florida, the Muscular Dystrophy Association, the Cure Tay-Sachs Foundation, H.A.N.D.S. Up, and the Cheer Me Up Foundation. He lives in Cape Coral with his wife, Andrea, and two children: Zoee and Damon. In his spare time, he enjoys camping, golfing, coaching soccer and RVing.

The Five Star Wealth Manager award was issued on December 1, 2012 by Five Star Professional (FSP) for the time period April 15, 2012 through October 16, 2012. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 651 Southwest Florida wealth managers were considered for the award; 158 (25% of candidates) were named 2013 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23 (Source: Forbes.com).  The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.  Self-completed survey was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Best in State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23 (Source: Forbes.com.  The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.  Self-completed survey was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Tony serves clients as an advisor and provides clients with investment planning strategies and portfolio analysis services. By determining specific needs and risk tolerance, Tony strives to align portfolios in an efficient, cost-conscious and appropriate manner. He prioritizes clear communication with his clients, so they always fully understand why they own the investments they make, as well as any costs associated with those investments.

In 2015, Tony worked at Morgan Stanley and joined the Wolf, Metzger & Maurillo team in 2018. He graduated from Florida Gulf Coast University with a bachelor's degree in finance and has earned his Financial Planning Specialist certification. 

Outside the office, he enjoys spending time with his family, watching football (especially the Steelers), playing sports, being outdoors, networking and meeting new people. Tony has been married to his wife, Jordyn, since 2015, and they have two kids, Brady and Kendall.

Brian helps clients address their financial concerns and provides a customized investment plan based on risk tolerance and goals. Brian prides himself on his straightforward approach to client communication, always clearly explaining the risks and costs of any investments he recommends. 

Brian, who joined the Wolf, Metzger & Maurillo team in 2011, has his Series 7 and 66 industry registrations, as well as his Florida 2-15 life, health and variable annuity license.

Born and raised in Fort Myers, he enjoys live sporting events, spending time with his family and dog, trivia, traveling and boating. Brian married his wife, Elana, in 2023.

Tricia has 29 years of experience in the financial industry from a Branch Administrative Manager to a Senior Registered Client Associate. Tricia began her career with Smith Barney in 1994 and then joined Wachovia Securities, a predecessor of Wells Fargo Advisors in 1996. She joined the Wolf, Metzger & Maurillo team in 2016. With her wide range of experience and knowledge, Tricia plays a role in providing exceptional customer service to our clients. This includes working with managed accounts, placing trades, preparing financial reports, opening accounts, wire transfers, assets movement, and working with internal departments and/or directly with the client with service and operational requests. Her work ethic, attention to detail and friendly manner ensure that all our clients receive the highest level of service they deserve.

In 2017 and 2018 she earned the Platinum Council Client Associate distinction. The Wells Fargo Advisors Platinum Council Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors, nominated by their management for their consistent display of professionalism, integrity, and core leadership values.  

Her registration includes the FINRA Series 7 and FINRA Series 63. Tricia also maintains a Life, Health, and Variable Insurance Producers License. 

Away from business, she enjoys traveling, art and spending time with her family. Tricia is originally from Hartsdale, NY, and currently lives in Cape Coral, FL with her husband Scott and daughter Soél.

Whitney has approximately 10 years of financial services experience, beginning her career at Wells Fargo Advisors in 2013 as a receptionist overseeing client engagements, operational tasks, and the branch deposit.

In 2014, Whitney joined the Wolf, Metzger & Maurillo team to support marketing efforts and coordinate educational seminars. Five years later, Whitney was promoted to client associate. She utilized her strong customer service and communication skills to handle client requests, carry out administrative tasks for wealth advisors, and support wealth management services. Whitney quickly rose to her current position as Senior Client Service Associate.

Whitney graduated from the University of North Florida with a Bachelor of Science in advertising. She enjoys interacting with and assisting clients with their accounts, listening to their needs, and completing their requests promptly and efficiently.

Outside the office, Whitney enjoys spending fun, quality time with her husband and two children and relaxing by walking, reading and cooking. Whitney is passionate about giving, and she and her husband volunteer weekly as leaders of their church’s youth group.