Background

Vincent has been helping families achieve their most important life goals throughout his 40 years in financial services. He was named Forbes Best-In-State Wealth Advisor in 2025¹.  From 2021-2025 Vincent has been a Platinum Council² Advisor at Wells Fargo, which puts him in the highest ranking of financial advisors.

As Managing Director–Investments and Senior PIM^® Portfolio Manager, Vincent oversees portfolio management, asset allocation, risk management, and investment strategy for clients of The Fiorentino Group of Wells Fargo Advisors. Together with his team, Vincent takes on the responsibility of financial coordinator, utilizing Wells Fargo Advisors Foundational and Advanced planning tools, Total Client Profile, Second Opinion Service, and a network of outside professional experts to help individuals and families achieve financial success.  Vincent believes that highly successful investment strategies require thoughtful planning, disciplined decision-making, and periodic updates. Central to investor success is The Fiorentino Group’s rigorous semi-annual review process when financial goals are discussed and established, reviewed and updated, and mid-course changes implemented to stay on the path toward measurable, tangible investment results.

As part of its mission, The Fiorentino Group has been instrumental in helping individuals, families, entrepreneurs, executives, and business owners to prosper financially. An example was the team’s Women in Leadership Series of talks highlighting prominent local figures who make a difference in people’s lives. Vincent has written articles for various publications, covering the topic of helping people transition to financial independence.

Away from the office

The Fiorentino Group is a proud sponsor of Young People’s Concert Series in public schools, Lauren’s Kids, Children of Fallen Patriots, Perrot Memorial Library, Emergency Medical Services, and National Breast Cancer Foundation, as well as a longtime supporter of the Center for Hearing and Communication in New York City. 

Vincent enjoys writing, gardening and the fine arts.

Background

Al brings over two decades of experience in financial services and has been a key member of The Fiorentino Group since 2012. He is known for being the person clients turn to when something is complicated, unclear, or simply needs to be handled the right way. 

With deep knowledge of financial markets, trading, operations, and planning strategy, Al helps ensure that every moving part behind a client’s wealth plan works seamlessly. He also leads the team’s Foundational and Advanced Planning process at Wells Fargo Advisors, helping translate complex strategies into clear, actionable steps for clients. 

Clients consistently appreciate Al’s ability to troubleshoot challenging issues, anticipate needs before they arise, and provide steady, reliable support throughout their relationship with the team.

Away from the office

Originally from Peru, Al is fluent in Spanish and has strong family connections.  He is an avid supporter of Caring With Grace, a local charity that assists families facing pediatric cancer.  

Outside the office, you’ll find Al playing pool, tennis and the occasional round of Thai Boxing.

Background

Jennifer began her career on Wall Street over 20 years ago as an analyst and Vice President in leveraged finance.  She has a background in fixed income (high yield), equities, options, and a broad range of alternative investments, including CLOs, CMOs, structured notes and securitizations.  Throughout her career, Jennifer has excelled at various roles, including customized product solutions, tax-mitigation strategies, and client services.

In her current role with The Fiorentino Group of Wells Fargo Advisors, Jennifer coordinates our customer service initiative, including handling day-to-day operations, investor outreach, facilitating back office and compliance requirements, and maintaining high standards as well as seamless experience and satisfaction for our clients.

Away from the office

Originally from Pleasantville, NY, Jennifer currently resides in Greenwich, CT with her family.  She enjoys volunteering some of her free time as a supporter of My Sister's Place, a woman's shelter in Northern Westchester and is also a volunteer and foster parent for the SPCA Rescue Center of Westchester in Briarcliff Manor, NY, and Paws Crossed, a humane animal shelter.

Jennifer's interests include skiing, paddle boarding and watersports with her family and friends on the East and West Coast.

Sarah Munson is the private wealth planning director for the Northeast division with Wells Fargo Wealth & Investment Management. In this role, Sarah leads a multidisciplinary team of planning professionals committed to delivering strategic guidance to high and ultra-high net worth families, as well as family offices. Private Wealth Planning provides awareness to clients in areas such as estate, gift, and tax planning strategies; business succession and liquidity planning; charitable planning; retirement and executive compensation planning; and broader wealth transfer strategies. In addition to managing a team or advisors, Sarah also, services clients in the Long Island and Metro North markets.

With over 25 years in financial services, Sarah works closely with high and ultra-high net worth individuals, corporate executives and business owners to understand their wealth planning goals and objectives, create a framework within which to give advice, and collaborate with advisors to help provide comprehensive advice and planning services to clients with the goal of helping them make incrementally enhance financial decisions.

Sarah earned her bachelor’s degree from Haverford College. She holds CERTIFIED FINANCIAL PLANNER^TM professional designation.

In her free time, Sarah loves to travel and is an avid participant in a hand bell choir. She lives in Somers, NY, with her husband and two teenage children.