Background

Vincent has been helping families achieve their most important life goals throughout his thirty-seven years in financial services. He was named Forbes Best-In-State Wealth Advisors in 2023¹.  From 2021-2023 Vincent has been named a Platinum Council² Advisor by Wells Fargo Advisors.  

As Managing Director - Investments and Senior Portfolio Manager, Vincent oversees portfolio management, asset allocation, risk management, and investment strategy for clients of The Fiorentino Group. Vincent and his team take on the responsibility of financial quarterback for their clients, 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.

As part of its mission, The Fiorentino Group has been instrumental in helping individuals, families, entrepreneurs, executives, and business owners achieve financial success. In October 2017, the team launched its Women in Leadership Series of talks, highlighting prominent women who make a difference in people’s lives. Vincent has written articles on the topic of helping women transition to financial independence for various publications.

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 biking, writing and the fine arts.


¹ The Forbes Best-In-State Wealth Advisor rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

² The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

CA license #0K94645

Background

Al’s overall experience in the financial services industry spans two decades. Since joining The Fiorentino Group in 2012, he has provided each client relationship with a high level of support and personalized service. His knowledge and expertise of financial securities, trading, and capital markets, as well as operations, enables him to tackle all functional aspects of wealth management. Al also heads up the team’s Foundational and Advanced planning process at Wells Fargo Advisors.

Al gets high marks from clients for troubleshooting thorny issues and his good-natured outlook on life makes him a valuable team member.

Away from the office

Originally from Peru, Al is fluent in Spanish and has strong family values. He enjoys the theatre and is a member of the Stamford Center for the Arts. Al is an avid supporter of Caring With Grace, a local charity that assists families dealing with pediatric cancer.

When not helping clients of The Fiorentino Group, he can be found playing pool, tennis and the occasional Thai Boxing.

Background

Breda has been part of the Wells Fargo Advisors family for 13 years and brings extensive securities industry experience to The Fiorentino Group. Her role includes customer service, handling of day-to-day operations, meeting compliance requirements, and facilitating a seamless client experience.

She began her career on Wall Street in 1994 and held various positions at Lee Sager, Jr. Inc., Clearwater Management, David Lerner Associates, Inc., and Spencer Clarke LLC. Her previous roles included executive assistant, investment/operations administrator, and administrative assistant. On the day her mentor Lee Sager retired, Breda got to ring the closing bell at the NYSE.

Away from the office

Breda grew up in County Cavan, Ireland and is the oldest of nine siblings. She is an avid cyclist, loves to cook, enjoys reading classic literature and, when possible, visiting her family in Ireland.

Background

Sandra has over thirty years of financial services experience. She began her career at the international division of Merrill Lynch in New York City, subsequently transitioning to wealth management at Smith Barney and predecessor firms, where she became a member of The Fiorentino Group in 1995.

Throughout her years with the team, Sandra has held several roles, including financial advisor while at Smith Barney and UBS Financial Services in Fairfield County, CT. She is responsible for the team’s marketing and editing of public material, client communication, community outreach, and special events. Many of The Fiorentino Group’s clients know Sandra for her thoughtful handling of customer service and attention to detail.

Away from the office

Sandra was born and raised in Panama and cherishes the time spent with family and friends when she goes for a visit. She enjoys biking, dance fitness workouts, and cooking.