Vinny Pecoraro, FPQP™

Advisor Associate

As an Advisor Associate based in our Melville, NY office, Vincent supports the local advisory team by answering client inquiries, managing administrative tasks, and supporting team operations. He also assists in delivering investment advice and asset allocation services, customized based on client financial goals and risk tolerance.

Previously, Vincent served as a National Settlement Agent at First Equity Title & Closing Services and interned as a Data Analyst at Hofstra University. He chose Wealthspire due to its collaborative atmosphere and his passion for providing service excellence.

When he’s not in the office serving clients, Vincent is a die-hard golf fan. He plays regularly and competes in local tournaments.

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)

 

FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ and FPQP™ are trademarks 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.