Broker Check

Team

Meet our team of dedicated professionals:

Even in the world of business and finance, deep personal relationships and a caring culture are key elements of success. Dale Wolf integrates this belief into everything he does.

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Matt has over 20 years of investment-related experience in various capacities, including Operations, Sales, Trading, Fund Accounting, and as a Financial Advisor. Matt moved to Sarasota 3 years ago from St. Louis, Missouri and loves...

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With more than 20 years’ experience in the financial services industry, Denise serves the AWA team as Dale Wolf’s assistant. Not only working closely with him on ensuring all his clients are well taken care of, she also ...

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Steve works with our clients and advisors to provide administrative support to the team. He often works on complex long-term projects and provides in-house technical support for our various computer systems.

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As the Vice President of AWA Investment Advisors with more than 12 years of experience in the financial services industry, Angelica Wolf is passionate about helping clients feel welcome from the moment they enter the office.

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Lily Guess has more than 15 years of experience in sales and marketing. Lily joins AWA in Client Services and currently provides administrative support to our team at AWA Investment Advisors. Lily started her career in sales at a young...

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Andrea is an enthusiastic and eager professional with experience in project management, administrative and human resources. She is passionate about helping others and excels in marketing, event planning, and excellent customer service....

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At AWA Investment Advisors,

our team includes a seasoned group of advisors and wealth management professionals. While our experiences are diverse, we all share a common passion for serving our clients with the highest level of service.