Vincent Pecoraro, FPQP™
Senior Advisor AssociateVincent is a Senior Advisor Associate based in our Melville, NY office, where he plays a key role in supporting the local advisory team. He assists in delivering tailored investment advice and asset allocation strategies aligned with clients’ financial objectives and risk tolerance, while also managing client inquiries and supporting team operations.
A graduate of Hofstra University, Vincent previously worked as a National Settlement Agent at First Equity Title & Closing Services before joining predecessor firm GM Advisory Group in January 2023.
Vincent was drawn to the financial services industry by the fulfillment he finds in guiding clients through complex financial decisions, helping them secure their futures and bringing clarity to their financial planning. His passion for delivering exceptional financial guidance is fueled by the dynamic, ever-evolving nature of the industry and the opportunity to make a meaningful impact on people’s lives.
Outside of work, Vincent enjoys playing golf and is an avid sports fan.
Previous Experience
- Wealth Management Associate at GM Advisory Group
- Closing Coordinator at First Equity Title & Closing Services
Education & Credentials
- MBA, Hofstra University, Finance
- BBA, Hofstra University, Finance
- Financial Paraplanner Qualified Professional™ (FPQP™)
- Series 65 license
Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.