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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Josh Vilardi, AWMA™, CRPS™

Senior Partner, President

727-304-1410

727-304-2183

Josh.vilardi@vilardiwealth.com

Hi I’m Josh Vilardi.Thank you for visiting my website!Little about myself, I started my financial services career in Santa Monica, CA in 1992. I attended Pierce College in Woodland Hills, California, where I majored in music....

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Preston O Duppins JR

Senior Partner, Financial Advisor

727-304-1418

727-304-2183

Preston.duppins@vilardiwealth.com

Preston has been serving in the financial services industry since 1992 providing financial education and services. As a financial advisor Preston is focused on serving the business community. Mr. Duppins works with business owners to...

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April Bronson

Senior Partner, Practice Business Manager

727-304-1417

727-304-2183

April.bronson@vilardiwealth.com

April Bronson is a Practice Business Manager. April started her career in the industry in 1997. Her twenty-five plus years in the business equips her with a wealth of knowledge in the financial service industry and vast experience in...

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Jennifer Vilardi

HR/Accounting Manager

727-304-1410

727-304-2183

jennifer.vilardi@vilardiwealth.com

Greetings! I'm Jennifer Vilardi. Let me share a bit about my background with you. I originally hail from Illinois but made the move to sunny Florida in 1995. Over the years, I've gained substantial experience in customer service,...
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Jenny Klismet

Financial Professional

727-304-2096

727-304-2183

jennifer.klismet@vilardiwealth.com

As an integral part of a family-owned business, Jenny possesses a deep understanding of the day-to-day intricacies of managing business operations. She's well-versed in handling tasks and addressing the demands that come with it. Her...
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