Vince is a Financial Advisor with planning experience that spans 40 years. He advises individual, corporate, and nonprofit clients in such areas as investment management, retirement planning, trusts and estates, and employee stock option planning.
Vince supports his clients in their main goals of protecting their principal and preserving their wealth. He helps guide his clients during periods of volatility in the financial markets.
In collaboration with experts within Morgan Stanley, Vince designs custom strategies for his clients in several areas: professional money managers, trusts and gifting, and tax-exempt investments. Vince has insurance licenses in life, health, disability, annuities and long-term care, and he conducts reviews of his clients’ insurance coverage.
Vince received his MBA from The Wharton Graduate School in Philadelphia, PA and his BA in political science from Rutgers University in NJ. He has professional experience as an executive in the corporate and nonprofit sectors and as a family business owner. Vince is married and lives on the North Shore of Long Island with his wife, Suze, and his daughter, Elena.
Vince is a professional with a clear and focused mission:
• Give my clients the best advice I can.
• Build long-term relationships with my clients.
• Offer my services at a fair and competitive fee.
• Improve and broaden my skills as a financial advisor.
Services Include
- Retirement Planning
- 401(k) Rollovers
- Estate Planning Strategies
- Planning for Education Funding
- Sustainable Investing
- Long Term Care Insurance
- Life Insurance
- Annuities
- Planning for Individuals with Special Needs
- Alternative Investments
- Trust Services
- Stock Option Plans
Securities Agent: DC, UT, NJ, NC, KS, CT, CO, PA, TX, PR, MD, GA, FL, VT, SC, NV, NY, MA, IL, NH, MI, CA, WI, VA, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1288395