Vincent provides holistic wealth management services that address the full spectrum of his clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.
Working closely with each client, Vincent uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts his clients’ needs first. With the plan in place, Vincent monitors its performance on an ongoing basis, and makes any adjustments as needed.
Vincent has 13 years’ experience in investment services. He attended the University of Connecticut where he received a Bachelor’s degree in Economics.
Vincent’s FINRA registrations held with LPL Financial:
SERIES 6, 7, 63, 65, LIFE & HEALTH