Background

Vincent has been helping families achieve their most important life goals throughout his thirty-eight years in financial services. He was named Forbes Best-In-State Wealth Advisors in 2024¹. From 2021-2024 Vincent has been named a Platinum Council² Advisor by Wells Fargo, which puts him in the top echelon of 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 of Wells Fargo Advisors. Vincent and his team take on the responsibility of financial coordinator 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. Vincent believes that a critical component of highly successful investment strategies require thoughtful planning, disciplined execution, and periodic updates.

As part of its mission, The Fiorentino Group has been instrumental in helping individuals, families, entrepreneurs, executives, and business owners financially prosper. As an example, 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 people 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 writing, gardening and the fine arts.




2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com)
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 distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year and professionalism. Additional consideration may have included best practices and team structure.
CA Insurance License Number: 0K94645, Resident State CT

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

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.